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Disclosery

RTD Financial Advisors, Inc.: IWD position timeline

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

RTD Financial Advisors, Inc. held 77,821 IWD 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 77,821 shares
    Change vs previous 13F -1,443 shares

    2.11% of the 13F portfolio, value $19,294,087.

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

  2. period ended2026-06-30
    13F 79,264 shares
    Change vs previous 13F -1,237 shares

    2.1% of the 13F portfolio, value $19,216,044.

    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 80,501 shares
    Change vs previous 13F -1,437 shares

    2.11% of the 13F portfolio, value $17,200,614.

    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 81,938 shares
    Change vs previous 13F -1,639 shares

    2.1% of the 13F portfolio, value $17,234,922.

    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 83,577 shares
    Change vs previous 13F +3,779 shares

    2.04% of the 13F portfolio, value $17,015,536.

    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 79,798 shares
    Change vs previous 13F -7,420 shares

    1.98% of the 13F portfolio, value $15,499,106.

    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 87,218 shares
    Change vs previous 13F +4,071 shares

    2.21% of the 13F portfolio, value $16,410,949.

    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 83,147 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $15,392,843.

    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).