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Disclosery

NorthRock Partners, LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NorthRock Partners, LLC on IWD, newest first. How the timeline and the estimate are built.

NorthRock Partners, LLC held 45,467 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,467 shares
    Change vs previous 13F -1,360 shares

    0.16% of the 13F portfolio, value $11,022,577.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 46,827 shares
    Change vs previous 13F +1,044 shares

    0.16% of the 13F portfolio, value $10,005,661.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 45,783 shares
    Change vs previous 13F +8,528 shares

    0.16% of the 13F portfolio, value $9,630,090.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 37,255 shares
    Change vs previous 13F -522 shares

    0.14% of the 13F portfolio, value $7,584,655.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 37,777 shares
    Change vs previous 13F +4,671 shares

    0.19% of the 13F portfolio, value $7,337,340.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 33,106 shares
    Change vs previous 13F -3,206 shares

    0.21% of the 13F portfolio, value $6,229,141.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 36,312 shares
    Change vs previous 13F +571 shares

    0.22% of the 13F portfolio, value $6,722,358.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 35,741 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,783,558.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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