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Disclosery

&PARTNERS: IWD position timeline

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

&PARTNERS held 78,265 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,265 shares
    Change vs previous 13F -17,264 shares

    0.08% of the 13F portfolio, value $19,016,281.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 95,529 shares
    Change vs previous 13F -49,113 shares

    0.1% of the 13F portfolio, value $20,555,002.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 144,642 shares
    Change vs previous 13F +62,740 shares

    0.16% of the 13F portfolio, value $30,690,185.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 81,902 shares
    Change vs previous 13F -6,826 shares

    0.11% of the 13F portfolio, value $16,757,832.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 88,728 shares
    Change vs previous 13F +15,004 shares

    0.13% of the 13F portfolio, value $17,235,995.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 73,724 shares
    Change vs previous 13F -17,334 shares

    0.15% of the 13F portfolio, value $13,722,968.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 91,058 shares
    Change vs previous 13F +54,281 shares

    0.2% of the 13F portfolio, value $16,972,392.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 36,777 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,974,887.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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