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Parisi Gray Wealth Management: IWD position timeline

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

Parisi Gray Wealth Management held 5,333 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,333 shares
    Change vs previous 13F -105 shares

    0.27% of the 13F portfolio, value $1,292,803.

    13F-HR 0001951757-26-000952 filed by Parisi Gray Wealth Management
    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 5,438 shares
    Change vs previous 13F -68 shares

    0.28% of the 13F portfolio, value $1,161,918.

    13F-HR 0001951757-26-000533 filed by Parisi Gray Wealth Management
    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 5,506 shares
    Change vs previous 13F -26 shares

    0.26% of the 13F portfolio, value $1,158,169.

    13F-HR 0001951757-26-000026 filed by Parisi Gray Wealth Management
    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 5,532 shares
    Change vs previous 13F -133 shares

    0.29% of the 13F portfolio, value $1,126,327.

    13F-HR 0001951757-25-001160 filed by Parisi Gray Wealth Management
    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 5,665 shares
    Change vs previous 13F -129 shares

    0.32% of the 13F portfolio, value $1,100,385.

    13F-HR 0001951757-25-000591 filed by Parisi Gray Wealth Management
    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 5,794 shares
    Change vs previous 13F +433 shares

    0.36% of the 13F portfolio, value $1,090,284.

    13F-HR 0001951757-25-000360 filed by Parisi Gray Wealth Management
    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 5,361 shares
    Change vs previous 13F +53 shares

    0.32% of the 13F portfolio, value $992,506.

    13F-HR 0001951757-25-000011 filed by Parisi Gray Wealth Management
    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 5,308 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,007,368.

    13F-HR 0001951757-24-000974 filed by Parisi Gray Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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