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Disclosery

Persium Advisors, LLC: IWD position timeline

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

Persium Advisors, LLC held 1,246 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,246 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $308,921.

    13F-HR 0002033683-26-000007 filed by Persium Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 1,246 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $302,068.

    13F-HR/A 0002033683-26-000005 filed by Persium 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 ended2026-03-31
    13F 1,246 shares
    Change vs previous 13F -23 shares

    0.21% of the 13F portfolio, value $266,233.

    13F-HR 0002033683-26-000002 filed by Persium 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 ended2025-12-31
    13F 1,269 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $266,921.

    13F-HR 0002033683-26-000001 filed by Persium 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 ended2025-09-30
    13F 1,269 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $258,356.

    13F-HR 0002033683-25-000006 filed by Persium 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 ended2025-06-30
    13F 1,269 shares
    Change vs previous 13F -323 shares

    0.2% of the 13F portfolio, value $246,478.

    13F-HR 0002033683-25-000004 filed by Persium 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 ended2025-03-31
    13F 1,592 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $299,551.

    13F-HR 0002033683-25-000003 filed by Persium 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 ended2024-12-31
    13F 1,592 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $294,727.

    13F-HR 0002033683-25-000001 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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