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Disclosery

Prism Advisors, Inc.: IWD position timeline

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

Prism Advisors, Inc. held 53,196 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 53,196 shares
    Change vs previous 13F -2,170 shares

    3.36% of the 13F portfolio, value $13,405,413.

    13F-HR 0001717027-26-000011 filed by Prism Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,366 shares
    Change vs previous 13F -222 shares

    3.26% of the 13F portfolio, value $13,422,400.

    13F-HR 0001717027-26-000006 filed by Prism Advisors, Inc.
    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 55,588 shares
    Change vs previous 13F -740 shares

    3.17% of the 13F portfolio, value $11,877,506.

    13F-HR 0001717027-26-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 56,328 shares
    Change vs previous 13F -16,503 shares

    3.16% of the 13F portfolio, value $11,848,049.

    13F-HR 0001717027-26-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 72,831 shares
    Change vs previous 13F -2,693 shares

    4.01% of the 13F portfolio, value $14,827,680.

    13F-HR 0001717027-25-000008 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 75,524 shares
    Change vs previous 13F +7,134 shares

    4.18% of the 13F portfolio, value $14,669,043.

    13F-HR 0001717027-25-000005 filed by Prism Advisors, Inc.
    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 68,390 shares
    Change vs previous 13F +7,670 shares

    3.96% of the 13F portfolio, value $12,868,278.

    13F-HR 0001717027-25-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 60,720 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $11,241,109.

    13F-HR 0001717027-25-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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