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Paulson Wealth Management Inc.: IWD position timeline

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

Paulson Wealth Management Inc. held 253,476 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 253,476 shares
    Change vs previous 13F -20,070 shares

    13.03% of the 13F portfolio, value $61,450,076.

    13F-HR 0001172661-26-003028 filed by Paulson Wealth Management Inc.
    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 273,546 shares
    Change vs previous 13F +3,062 shares

    13.7% of the 13F portfolio, value $58,448,656.

    13F-HR 0001172661-26-001633 filed by Paulson Wealth Management Inc.
    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 270,484 shares
    Change vs previous 13F -10,845 shares

    13.14% of the 13F portfolio, value $56,893,644.

    13F-HR 0001172661-26-000481 filed by Paulson Wealth Management Inc.
    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 281,329 shares
    Change vs previous 13F +337 shares

    13.54% of the 13F portfolio, value $57,275,759.

    13F-HR 0001172661-25-004553 filed by Paulson Wealth Management Inc.
    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 280,992 shares
    Change vs previous 13F +8,925 shares

    14.13% of the 13F portfolio, value $54,577,020.

    13F-HR 0001172661-25-002914 filed by Paulson Wealth Management Inc.
    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 272,067 shares
    Change vs previous 13F +11,221 shares

    14.41% of the 13F portfolio, value $51,192,217.

    13F-HR 0001172661-25-001699 filed by Paulson Wealth Management Inc.
    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 260,846 shares
    Change vs previous 13F +30,985 shares

    13.18% of the 13F portfolio, value $48,290,350.

    13F-HR 0001172661-25-000735 filed by Paulson Wealth Management Inc.
    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 229,861 shares
    Change vs previous 13F not available

    11.67% of the 13F portfolio, value $43,627,571.

    13F-HR 0001172661-24-004468 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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