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Disclosery

Rinkey Investments: IWD position timeline

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

Rinkey Investments held 11,658 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,658 shares
    Change vs previous 13F -981 shares

    0.67% of the 13F portfolio, value $2,826,249.

    13F-HR 0001172661-26-002676 filed by Rinkey Investments
    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 12,639 shares
    Change vs previous 13F -783 shares

    0.69% of the 13F portfolio, value $2,700,575.

    13F-HR 0001172661-26-001645 filed by Rinkey Investments
    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 13,422 shares
    Change vs previous 13F -1,227 shares

    0.72% of the 13F portfolio, value $2,823,183.

    13F-HR 0001172661-26-000467 filed by Rinkey Investments
    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 14,649 shares
    Change vs previous 13F -324 shares

    0.79% of the 13F portfolio, value $2,982,390.

    13F-HR 0001172661-25-004914 filed by Rinkey Investments
    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 14,973 shares
    Change vs previous 13F -705 shares

    0.87% of the 13F portfolio, value $2,908,206.

    13F-HR 0001172661-25-003098 filed by Rinkey Investments
    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 15,678 shares
    Change vs previous 13F -2,163 shares

    0.93% of the 13F portfolio, value $2,949,972.

    13F-HR 0001172661-25-002155 filed by Rinkey Investments
    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 17,841 shares
    Change vs previous 13F -1,845 shares

    1.06% of the 13F portfolio, value $3,302,904.

    13F-HR 0001172661-25-001073 filed by Rinkey Investments
    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 19,686 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $3,736,403.

    13F-HR 0001172661-24-004596 filed by Rinkey Investments
    Filed (acceptance time not in the bulk data set), ingested

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