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Riverbend Wealth Management, LLC: IWD position timeline

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

Riverbend Wealth Management, LLC held 1,582 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,582 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $383,613.

    13F-HR 0002055570-26-000003 filed by Riverbend Wealth Management, 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 1,581 shares
    Change vs previous 13F -142 shares

    0.21% of the 13F portfolio, value $337,913.

    13F-HR 0002055570-26-000002 filed by Riverbend Wealth Management, 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 1,723 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $362,495.

    13F-HR 0002055570-26-000001 filed by Riverbend Wealth Management, 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 1,722 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $350,583.

    13F-HR 0002055570-25-000002 filed by Riverbend Wealth Management, 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 1,721 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $334,222.

    13F-HR 0001085146-25-004236 filed by Riverbend Wealth Management, 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 1,720 shares
    Change vs previous 13F -34 shares

    0.29% of the 13F portfolio, value $323,544.

    13F-HR 0001085146-25-002262 filed by Riverbend Wealth Management, 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 1,754 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $324,777.

    13F-HR 0001085146-25-000896 filed by Riverbend Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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