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Disclosery

Oxler Private Wealth LLC: IWD position timeline

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

Oxler Private Wealth LLC held 2,914 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,914 shares
    Change vs previous 13F +7 shares

    0.2% of the 13F portfolio, value $706,489.

    13F-HR 0001172661-26-003014 filed by Oxler Private Wealth 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 2,907 shares
    Change vs previous 13F +8 shares

    0.19% of the 13F portfolio, value $621,204.

    13F-HR 0001172661-26-001546 filed by Oxler Private Wealth 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 2,899 shares
    Change vs previous 13F +11 shares

    0.18% of the 13F portfolio, value $609,740.

    13F-HR 0001172661-26-000281 filed by Oxler Private Wealth 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 2,888 shares
    Change vs previous 13F +9 shares

    0.17% of the 13F portfolio, value $588,014.

    13F-HR 0001172661-25-004542 filed by Oxler Private Wealth 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 2,879 shares
    Change vs previous 13F -122 shares

    0.18% of the 13F portfolio, value $559,101.

    13F-HR 0001172661-25-003095 filed by Oxler Private Wealth 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 3,001 shares
    Change vs previous 13F +9 shares

    0.2% of the 13F portfolio, value $564,664.

    13F-HR 0001172661-25-001598 filed by Oxler Private Wealth 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 2,992 shares
    Change vs previous 13F +12 shares

    0.18% of the 13F portfolio, value $553,864.

    13F-HR 0001172661-25-000337 filed by Oxler Private Wealth 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 2,980 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $565,679.

    13F-HR 0001172661-24-004245 filed by Oxler Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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