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Private Advisor Group, LLC: IWD position timeline

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

Private Advisor Group, LLC held 309,791 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 309,791 shares
    Change vs previous 13F -24,005 shares

    0.34% of the 13F portfolio, value $75,102,617.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, LLC
    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 333,796 shares
    Change vs previous 13F -2,546 shares

    0.33% of the 13F portfolio, value $71,322,160.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, LLC
    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 336,342 shares
    Change vs previous 13F +2,474 shares

    0.33% of the 13F portfolio, value $70,746,193.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 333,868 shares
    Change vs previous 13F +4,622 shares

    0.33% of the 13F portfolio, value $67,972,173.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 329,246 shares
    Change vs previous 13F +7,015 shares

    0.34% of the 13F portfolio, value $63,949,365.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 322,231 shares
    Change vs previous 13F +7,345 shares

    0.37% of the 13F portfolio, value $60,631,005.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, LLC
    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 314,886 shares
    Change vs previous 13F -10,967 shares

    0.33% of the 13F portfolio, value $58,296,766.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 325,853 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $61,846,841.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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