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Pure Financial Advisors, LLC: IWD position timeline

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

Pure Financial Advisors, LLC held 12,811 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,811 shares
    Change vs previous 13F -176 shares

    0.04% of the 13F portfolio, value $3,105,748.

    13F-HR 0001571556-26-000005 filed by Pure Financial 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 12,987 shares
    Change vs previous 13F -381 shares

    0.04% of the 13F portfolio, value $2,774,994.

    13F-HR 0001571556-26-000004 filed by Pure Financial 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/A 13,368 shares
    Change vs previous 13F -532 shares

    0.04% of the 13F portfolio, value $2,811,895.

    13F-HR 0001571556-26-000001 filed by Pure Financial 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 13,900 shares
    Change vs previous 13F -780 shares

    0.05% of the 13F portfolio, value $2,829,952.

    13F-HR 0001571556-25-000007 filed by Pure Financial 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 14,680 shares
    Change vs previous 13F +6,363 shares

    0.05% of the 13F portfolio, value $2,851,280.

    13F-HR 0001571556-25-000005 filed by Pure Financial 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 8,317 shares
    Change vs previous 13F -664 shares

    0.03% of the 13F portfolio, value $1,564,990.

    13F-HR 0001571556-25-000003 filed by Pure Financial 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 8,981 shares
    Change vs previous 13F +596 shares

    0.04% of the 13F portfolio, value $1,662,674.

    13F-HR 0001571556-25-000001 filed by Pure Financial 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 8,385 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,591,544.

    13F-HR 0001571556-24-000006 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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