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OAK FAMILY ADVISORS, LLC: IWD position timeline

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

OAK FAMILY ADVISORS, LLC held 1,263 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,263 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $306,189.

    13F-HR 0001846161-26-000003 filed by OAK FAMILY ADVISORS, 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 1,263 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $269,865.

    13F-HR 0001846161-26-000002 filed by OAK FAMILY ADVISORS, 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 1,263 shares
    Change vs previous 13F -16 shares

    0.08% of the 13F portfolio, value $265,659.

    13F-HR 0001846161-26-000001 filed by OAK FAMILY ADVISORS, 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 1,279 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $260,392.

    13F-HR 0001846161-25-000005 filed by OAK FAMILY ADVISORS, 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 1,279 shares
    Change vs previous 13F -65 shares

    0.09% of the 13F portfolio, value $248,420.

    13F-HR 0001846161-25-000004 filed by OAK FAMILY ADVISORS, 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 1,344 shares
    Change vs previous 13F -118 shares

    0.11% of the 13F portfolio, value $252,887.

    13F-HR 0001846161-25-000002 filed by OAK FAMILY ADVISORS, 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 1,462 shares
    Change vs previous 13F -49 shares

    0.11% of the 13F portfolio, value $270,660.

    13F-HR 0001846161-25-000001 filed by OAK FAMILY ADVISORS, 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 1,511 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $286,788.

    13F-HR 0001846161-24-000006 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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