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Disclosery

Oldfather Financial Services, LLC: IWD position timeline

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

Oldfather Financial Services, LLC held 43,987 IWD shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 43,987 shares
    Change vs previous 13F -262 shares

    2.75% of the 13F portfolio, value $9,252,313.

    13F-HR 0001775530-26-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 44,249 shares
    Change vs previous 13F +380 shares

    2.81% of the 13F portfolio, value $9,008,589.

    13F-HR 0001775530-25-000009 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 43,869 shares
    Change vs previous 13F +406 shares

    2.93% of the 13F portfolio, value $8,520,689.

    13F-HR 0001775530-25-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 43,463 shares
    Change vs previous 13F +209 shares

    3.1% of the 13F portfolio, value $8,177,976.

    13F-HR 0001775530-25-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 43,254 shares
    Change vs previous 13F +271 shares

    3.05% of the 13F portfolio, value $8,007,695.

    13F-HR 0001775530-25-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 42,983 shares
    Change vs previous 13F -1,082 shares

    3.14% of the 13F portfolio, value $8,158,206.

    13F-HR 0001775530-24-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 44,065 shares
    Change vs previous 13F +196 shares

    3.15% of the 13F portfolio, value $7,688,095.

    13F-HR 0001775530-24-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 43,869 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $7,857,398.

    13F-HR 0001775530-24-000002 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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