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Disclosery

Rockwood Wealth Management, LLC: IWP position timeline

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

Rockwood Wealth Management, LLC held 6,111 IWP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,111 shares
    Change vs previous 13F +660 shares

    0.06% of the 13F portfolio, value $894,700.

    13F-HR 0002085853-26-000694 filed by Rockwood 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 5,451 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $698,372.

    13F-HR 0002085853-26-000532 filed by Rockwood 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 5,451 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $746,449.

    13F-HR 0002085853-26-000134 filed by Rockwood 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 5,451 shares
    Change vs previous 13F -8 shares

    0.06% of the 13F portfolio, value $776,265.

    13F-HR 0002085853-25-000067 filed by Rockwood 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 5,459 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $757,043.

    13F-HR 0001667731-25-000782 filed by Rockwood 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 5,451 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $640,428.

    13F-HR 0001667731-25-000417 filed by Rockwood 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 5,451 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $695,101.

    13F-HR 0001667731-25-000069 filed by Rockwood Wealth Management, 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 5,451 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $639,326.

    13F-HR 0001983670-24-000005 filed by Rockwood Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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