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Disclosery

Parkside Advisors LLC: IWD position timeline

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

Parkside Advisors LLC held 8,845 IWD shares at 2025-06-30 per its 13F-HR filed 2025-07-09.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 8,845 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,717,943.

    13F-HR 0001062993-25-012648 filed by Parkside 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 ended2025-03-31
    13F 8,845 shares
    Change vs previous 13F -369 shares

    0.4% of the 13F portfolio, value $1,664,255.

    13F-HR 0001062993-25-007259 filed by Parkside 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 ended2024-12-31
    13F 9,214 shares
    Change vs previous 13F -944 shares

    0.4% of the 13F portfolio, value $1,705,768.

    13F-HR 0001062993-25-000714 filed by Parkside 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 ended2024-09-30
    13F 10,158 shares
    Change vs previous 13F -374 shares

    0.46% of the 13F portfolio, value $1,928,029.

    13F-HR 0001062993-24-017478 filed by Parkside 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 ended2024-06-30
    13F 10,532 shares
    Change vs previous 13F -395 shares

    0.47% of the 13F portfolio, value $1,837,555.

    13F-HR 0001062993-24-013585 filed by Parkside 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 ended2024-03-31
    13F 10,927 shares
    Change vs previous 13F +793 shares

    0.5% of the 13F portfolio, value $1,957,115.

    13F-HR 0001062993-24-008278 filed by Parkside 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 ended2023-12-31
    13F 10,134 shares
    Change vs previous 13F -47 shares

    0.46% of the 13F portfolio, value $1,674,685.

    13F-HR 0001062993-24-000616 filed by Parkside 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 ended2023-09-30
    13F 10,181 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,555,774.

    13F-HR 0001062993-23-019154 filed by Parkside Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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