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Disclosery

Raub Brock Capital Management LP: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Raub Brock Capital Management LP on IWD, newest first. How the timeline and the estimate are built.

Raub Brock Capital Management LP held 35,357 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,357 shares
    Change vs previous 13F -685 shares

    2.36% of the 13F portfolio, value $8,571,598.

    13F-HR 0001062993-26-003652 filed by Raub Brock Capital Management LP
    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 36,042 shares
    Change vs previous 13F +1,318 shares

    1.95% of the 13F portfolio, value $7,701,191.

    13F-HR 0001062993-26-002000 filed by Raub Brock Capital Management LP
    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 34,724 shares
    Change vs previous 13F +114 shares

    1.63% of the 13F portfolio, value $7,303,852.

    13F-HR 0001062993-26-000274 filed by Raub Brock Capital Management LP
    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 34,610 shares
    Change vs previous 13F +1,151 shares

    1.52% of the 13F portfolio, value $7,046,350.

    13F-HR 0001062993-25-016095 filed by Raub Brock Capital Management LP
    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 33,459 shares
    Change vs previous 13F +1,343 shares

    1.42% of the 13F portfolio, value $6,498,742.

    13F-HR 0001062993-25-013088 filed by Raub Brock Capital Management LP
    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 32,116 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $6,042,947.

    13F-HR 0001062993-25-007601 filed by Raub Brock Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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