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Platte River Wealth Advisors, LLC: IWD position timeline

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

Platte River Wealth Advisors, LLC held 48,399 IWD shares at 2024-09-30 per its 13F-HR filed 2024-10-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 48,399 shares
    Change vs previous 13F -1,319 shares

    2.47% of the 13F portfolio, value $9,186,130.

    13F-HR 0001802013-24-000006 filed by Platte River Wealth 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 ended2024-06-30
    13F 49,718 shares
    Change vs previous 13F +143 shares

    2.43% of the 13F portfolio, value $8,674,299.

    13F-HR 0001802013-24-000004 filed by Platte River Wealth 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 ended2024-03-31
    13F 49,575 shares
    Change vs previous 13F +6,947 shares

    2.53% of the 13F portfolio, value $8,879,378.

    13F-HR 0001802013-24-000003 filed by Platte River Wealth 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 ended2023-12-31
    13F 42,628 shares
    Change vs previous 13F +461 shares

    2.33% of the 13F portfolio, value $7,044,277.

    13F-HR 0001802013-24-000001 filed by Platte River Wealth 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 ended2023-09-30
    13F 42,167 shares
    Change vs previous 13F -35 shares

    2.34% of the 13F portfolio, value $6,401,794.

    13F-HR 0001802013-23-000005 filed by Platte River Wealth 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 ended2023-06-30
    13F 42,202 shares
    Change vs previous 13F -2,380 shares

    2.33% of the 13F portfolio, value $6,660,742.

    13F-HR 0001802013-23-000004 filed by Platte River Wealth 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 ended2023-03-31
    13F 44,582 shares
    Change vs previous 13F -820 shares

    2.6% of the 13F portfolio, value $6,788,055.

    13F-HR 0001802013-23-000002 filed by Platte River Wealth 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 ended2022-12-31
    13F 45,402 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $6,885,213.

    13F-HR 0001802013-23-000001 filed by Platte River Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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