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Disclosery

Red Tortoise LLC: IWD position timeline

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

Red Tortoise LLC held 30,137 IWD shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 30,137 shares
    Change vs previous 13F +101 shares

    2.7% of the 13F portfolio, value $6,439,268.

    13F-HR 0001910488-26-000002 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 30,036 shares
    Change vs previous 13F +125 shares

    2.71% of the 13F portfolio, value $6,317,873.

    13F-HR 0001910488-26-000001 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 29,911 shares
    Change vs previous 13F +115 shares

    2.67% of the 13F portfolio, value $6,089,553.

    13F-HR 0001910488-25-000005 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 29,796 shares
    Change vs previous 13F +113 shares

    2.83% of the 13F portfolio, value $5,787,372.

    13F-HR 0001910488-25-000004 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 29,683 shares
    Change vs previous 13F +108 shares

    2.91% of the 13F portfolio, value $5,585,228.

    13F-HR 0001910488-25-000003 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 29,575 shares
    Change vs previous 13F +133 shares

    2.87% of the 13F portfolio, value $5,475,159.

    13F-HR 0001910488-25-000001 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 29,442 shares
    Change vs previous 13F +139 shares

    2.81% of the 13F portfolio, value $5,588,032.

    13F-HR 0001910488-24-000004 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 29,303 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $5,112,457.

    13F-HR 0001910488-24-000003 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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