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Procyon Advisors, LLC: IWD position timeline

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

Procyon Advisors, LLC held 18,807 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,807 shares
    Change vs previous 13F +222 shares

    0.2% of the 13F portfolio, value $4,559,476.

    13F-HR 0001951757-26-000939 filed by Procyon 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 ended2026-03-31
    13F 18,585 shares
    Change vs previous 13F -527 shares

    0.2% of the 13F portfolio, value $3,971,097.

    13F-HR 0001951757-26-000765 filed by Procyon 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 ended2025-12-31
    13F 19,112 shares
    Change vs previous 13F +3,400 shares

    0.2% of the 13F portfolio, value $4,020,013.

    13F-HR 0001951757-26-000027 filed by Procyon 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 ended2025-09-30
    13F 15,712 shares
    Change vs previous 13F -15 shares

    0.19% of the 13F portfolio, value $3,198,747.

    13F-HR 0001951757-25-001218 filed by Procyon 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 ended2025-06-30
    13F 15,727 shares
    Change vs previous 13F +700 shares

    0.29% of the 13F portfolio, value $3,054,588.

    13F-HR 0001951757-25-000600 filed by Procyon 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 ended2025-03-31
    13F 15,027 shares
    Change vs previous 13F -292 shares

    0.17% of the 13F portfolio, value $2,827,441.

    13F-HR 0001951757-25-000320 filed by Procyon 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 ended2024-12-31
    13F 15,319 shares
    Change vs previous 13F +826 shares

    0.18% of the 13F portfolio, value $2,835,922.

    13F-HR 0001951757-25-000036 filed by Procyon 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 ended2024-09-30
    13F 14,493 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,750,852.

    13F-HR 0001951757-24-001018 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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