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PUREfi Wealth, LLC: IWD position timeline

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

PUREfi Wealth, LLC held 1,914 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 1,914 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $464,011.

    13F-HR 0002001520-26-000003 filed by PUREfi Wealth, 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 1,914 shares
    Change vs previous 13F -323 shares

    0.27% of the 13F portfolio, value $408,964.

    13F-HR 0002001520-26-000002 filed by PUREfi Wealth, 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 2,237 shares
    Change vs previous 13F -345 shares

    0.36% of the 13F portfolio, value $470,531.

    13F-HR 0002001520-26-000001 filed by PUREfi Wealth, 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 2,582 shares
    Change vs previous 13F -123 shares

    0.4% of the 13F portfolio, value $525,669.

    13F-HR 0002001520-25-000005 filed by PUREfi Wealth, 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 2,705 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $525,392.

    13F-HR 0002001520-25-000003 filed by PUREfi Wealth, 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 2,705 shares
    Change vs previous 13F +859 shares

    0.51% of the 13F portfolio, value $508,973.

    13F-HR 0002001520-25-000002 filed by PUREfi Wealth, 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 1,846 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $341,750.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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