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RTD Financial Advisors, Inc.: IWF position timeline

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

RTD Financial Advisors, Inc. held 358,785 IWF 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 358,785 shares
    Change vs previous 13F -2,442 shares

    4.92% of the 13F portfolio, value $44,941,376.

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

  2. period ended2026-06-30
    13F 361,227 shares
    Change vs previous 13F +269,655 shares

    4.89% of the 13F portfolio, value $44,853,535.

    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 91,572 shares
    Change vs previous 13F +296 shares

    4.8% of the 13F portfolio, value $39,046,265.

    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 91,276 shares
    Change vs previous 13F -5,580 shares

    5.27% of the 13F portfolio, value $43,201,055.

    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 96,856 shares
    Change vs previous 13F -2,177 shares

    5.45% of the 13F portfolio, value $45,368,379.

    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 99,033 shares
    Change vs previous 13F -2,916 shares

    5.38% of the 13F portfolio, value $42,047,565.

    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 101,949 shares
    Change vs previous 13F -14,517 shares

    4.95% of the 13F portfolio, value $36,812,728.

    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 116,466 shares
    Change vs previous 13F not available

    6% of the 13F portfolio, value $46,770,393.

    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).