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Relyea Zuckerberg Hanson LLC: IWD position timeline

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

Relyea Zuckerberg Hanson LLC held 215,569 IWD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 215,569 shares
    Change vs previous 13F +9,085 shares

    4.36% of the 13F portfolio, value $52,260,458.

    13F-HR/A 0001793691-26-000005 filed by Relyea Zuckerberg Hanson 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 206,484 shares
    Change vs previous 13F -1,375 shares

    4.44% of the 13F portfolio, value $44,119,443.

    13F-HR 0001793691-26-000002 filed by Relyea Zuckerberg Hanson 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 207,859 shares
    Change vs previous 13F -77 shares

    4.42% of the 13F portfolio, value $43,721,138.

    13F-HR 0001793691-26-000001 filed by Relyea Zuckerberg Hanson 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 207,936 shares
    Change vs previous 13F -7,805 shares

    4.45% of the 13F portfolio, value $42,333,742.

    13F-HR 0001793691-25-000008 filed by Relyea Zuckerberg Hanson 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 215,741 shares
    Change vs previous 13F -724 shares

    4.91% of the 13F portfolio, value $41,903,310.

    13F-HR 0001793691-25-000003 filed by Relyea Zuckerberg Hanson 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 216,465 shares
    Change vs previous 13F -5,831 shares

    5.49% of the 13F portfolio, value $40,730,091.

    13F-HR 0001793691-25-000002 filed by Relyea Zuckerberg Hanson 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 222,296 shares
    Change vs previous 13F +1,523 shares

    5.53% of the 13F portfolio, value $41,153,717.

    13F-HR 0001793691-25-000001 filed by Relyea Zuckerberg Hanson 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 220,773 shares
    Change vs previous 13F not available

    6.38% of the 13F portfolio, value $41,902,793.

    13F-HR 0001793691-24-000005 filed by Relyea Zuckerberg Hanson LLC
    Filed (acceptance time not in the bulk data set), ingested

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