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Disclosery

POTENTIA WEALTH: IWD position timeline

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

POTENTIA WEALTH held 26,143 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,143 shares
    Change vs previous 13F -394 shares

    2.59% of the 13F portfolio, value $6,337,866.

    13F-HR 0002052308-26-000004 filed by POTENTIA WEALTH
    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 26,537 shares
    Change vs previous 13F +173 shares

    2.19% of the 13F portfolio, value $5,670,167.

    13F-HR 0002052308-26-000003 filed by POTENTIA WEALTH
    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 26,364 shares
    Change vs previous 13F -645 shares

    2.03% of the 13F portfolio, value $5,545,308.

    13F-HR 0002052308-26-000001 filed by POTENTIA WEALTH
    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 27,009 shares
    Change vs previous 13F +330 shares

    2.1% of the 13F portfolio, value $5,498,762.

    13F-HR 0002052308-25-000007 filed by POTENTIA WEALTH
    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 26,679 shares
    Change vs previous 13F -676 shares

    2.95% of the 13F portfolio, value $5,181,823.

    13F-HR 0002052308-25-000006 filed by POTENTIA WEALTH
    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 27,355 shares
    Change vs previous 13F +5,289 shares

    2.41% of the 13F portfolio, value $5,147,135.

    13F-HR 0002052308-25-000002 filed by POTENTIA WEALTH
    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 22,066 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $4,085,032.

    13F-HR 0002052308-25-000001 filed by POTENTIA WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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