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Disclosery

PFW Advisors LLC: IWD position timeline

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

PFW Advisors LLC held 105,963 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 105,963 shares
    Change vs previous 13F -3,941 shares

    7.8% of the 13F portfolio, value $26,271,407.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 109,904 shares
    Change vs previous 13F -1,111 shares

    7.77% of the 13F portfolio, value $26,644,027.

    13F-HR 0001989744-26-000003 filed by PFW 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 111,015 shares
    Change vs previous 13F -2,934 shares

    7.46% of the 13F portfolio, value $23,720,575.

    13F-HR 0001989744-26-000002 filed by PFW 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 113,949 shares
    Change vs previous 13F +113 shares

    7.24% of the 13F portfolio, value $23,968,033.

    13F-HR 0001989744-26-000001 filed by PFW 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 113,836 shares
    Change vs previous 13F -289 shares

    6.85% of the 13F portfolio, value $23,175,871.

    13F-HR 0001989744-25-000005 filed by PFW 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 114,125 shares
    Change vs previous 13F -3,944 shares

    6.82% of the 13F portfolio, value $22,166,499.

    13F-HR 0001989744-25-000004 filed by PFW 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 118,069 shares
    Change vs previous 13F -2,657 shares

    6.97% of the 13F portfolio, value $22,215,863.

    13F-HR 0001989744-25-000002 filed by PFW 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 120,726 shares
    Change vs previous 13F not available

    6.87% of the 13F portfolio, value $22,350,004.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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