Rodgers & Associates, LTD: IWD position timeline

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

Rodgers & Associates, LTD held 4,963 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 4,963 shares
Change vs previous 13F -238 shares
0.11% of the 13F portfolio, value $1,203,180.
13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,201 shares
Change vs previous 13F +137 shares
0.11% of the 13F portfolio, value $1,111,298.
13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,064 shares
Change vs previous 13F +1,016 shares
0.11% of the 13F portfolio, value $1,065,162.
13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,048 shares
Change vs previous 13F -25 shares
0.08% of the 13F portfolio, value $824,132.
13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,073 shares
Change vs previous 13F +242 shares
0.09% of the 13F portfolio, value $791,099.
13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,831 shares
Change vs previous 13F +68 shares
0.09% of the 13F portfolio, value $720,841.
13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,763 shares
Change vs previous 13F +8 shares
0.08% of the 13F portfolio, value $696,644.
13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,755 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $712,699.
13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).