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Northeast Financial Consultants Inc: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Consultants Inc on IWD, newest first. How the timeline and the estimate are built.

Northeast Financial Consultants Inc held 11,205 IWD shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 11,205 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,176,348.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 11,205 shares
    Change vs previous 13F -366 shares

    0.09% of the 13F portfolio, value $2,108,333.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 11,571 shares
    Change vs previous 13F -485 shares

    0.09% of the 13F portfolio, value $2,142,140.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 12,056 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,288,229.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 12,056 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,103,411.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 12,056 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $2,159,351.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 12,056 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,992,254.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 12,056 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,830,342.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).