Skip to content
Disclosery

RTD Financial Advisors, Inc.: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RTD Financial Advisors, Inc. on IWB, newest first. How the timeline and the estimate are built.

RTD Financial Advisors, Inc. held 93,063 IWB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 93,063 shares
    Change vs previous 13F -367 shares

    4.24% of the 13F portfolio, value $38,726,150.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 93,430 shares
    Change vs previous 13F -1,107 shares

    4.17% of the 13F portfolio, value $38,259,477.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 94,537 shares
    Change vs previous 13F -1,275 shares

    4.14% of the 13F portfolio, value $33,707,937.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 95,812 shares
    Change vs previous 13F -3,111 shares

    4.37% of the 13F portfolio, value $35,780,012.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 98,923 shares
    Change vs previous 13F -3,360 shares

    4.35% of the 13F portfolio, value $36,154,392.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 102,283 shares
    Change vs previous 13F +6,067 shares

    4.44% of the 13F portfolio, value $34,732,361.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 96,216 shares
    Change vs previous 13F -4,489 shares

    3.97% of the 13F portfolio, value $29,513,269.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 100,705 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $32,443,372.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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