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Rehmann Capital Advisory Group: IWD position timeline

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

Rehmann Capital Advisory Group held 24,249 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,249 shares
    Change vs previous 13F -586 shares

    0.27% of the 13F portfolio, value $5,871,344.

    13F-HR 0001633037-26-000003 filed by Rehmann Capital Advisory Group
    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 24,835 shares
    Change vs previous 13F -14,390 shares

    0.28% of the 13F portfolio, value $5,306,681.

    13F-HR 0001633037-26-000002 filed by Rehmann Capital Advisory Group
    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 39,225 shares
    Change vs previous 13F +13,056 shares

    0.43% of the 13F portfolio, value $8,250,734.

    13F-HR 0001633037-26-000001 filed by Rehmann Capital Advisory Group
    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 26,169 shares
    Change vs previous 13F -79 shares

    0.29% of the 13F portfolio, value $5,327,872.

    13F-HR 0001633037-25-000005 filed by Rehmann Capital Advisory Group
    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 26,248 shares
    Change vs previous 13F +3,788 shares

    0.31% of the 13F portfolio, value $5,098,218.

    13F-HR 0001633037-25-000004 filed by Rehmann Capital Advisory Group
    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 22,460 shares
    Change vs previous 13F -991 shares

    0.27% of the 13F portfolio, value $4,226,131.

    13F-HR 0001633037-25-000003 filed by Rehmann Capital Advisory Group
    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 23,451 shares
    Change vs previous 13F -284 shares

    0.28% of the 13F portfolio, value $4,341,526.

    13F-HR 0001633037-25-000001 filed by Rehmann Capital Advisory Group
    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 23,735 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,351,546.

    13F-HR 0001633037-24-000005 filed by Rehmann Capital Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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