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Disclosery

RFG Advisory, LLC: IWD position timeline

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

RFG Advisory, LLC held 14,105 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 14,105 shares
    Change vs previous 13F -101 shares

    0.05% of the 13F portfolio, value $3,419,547.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 14,206 shares
    Change vs previous 13F -118 shares

    0.06% of the 13F portfolio, value $3,035,364.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 14,324 shares
    Change vs previous 13F -8,840 shares

    0.06% of the 13F portfolio, value $3,012,831.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 23,164 shares
    Change vs previous 13F +20,477 shares

    0.1% of the 13F portfolio, value $4,715,940.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 2,687 shares
    Change vs previous 13F -1,451 shares

    0.01% of the 13F portfolio, value $521,800.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 4,138 shares
    Change vs previous 13F -10,443 shares

    0.02% of the 13F portfolio, value $778,671.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 14,581 shares
    Change vs previous 13F +1,731 shares

    0.08% of the 13F portfolio, value $2,699,316.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 12,850 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,438,868.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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