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Disclosery

RTD Financial Advisors, Inc.: IWN position timeline

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

RTD Financial Advisors, Inc. held 49,047 IWN 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 49,047 shares
    Change vs previous 13F -421 shares

    1.12% of the 13F portfolio, value $10,272,895.

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

  2. period ended2026-06-30
    13F 49,468 shares
    Change vs previous 13F -3,779 shares

    1.19% of the 13F portfolio, value $10,942,322.

    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 53,247 shares
    Change vs previous 13F -2,169 shares

    1.24% of the 13F portfolio, value $10,095,099.

    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 55,416 shares
    Change vs previous 13F -576 shares

    1.23% of the 13F portfolio, value $10,041,884.

    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 55,992 shares
    Change vs previous 13F -1,869 shares

    1.19% of the 13F portfolio, value $9,899,897.

    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 57,861 shares
    Change vs previous 13F -972 shares

    1.17% of the 13F portfolio, value $9,128,108.

    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 58,833 shares
    Change vs previous 13F -912 shares

    1.19% of the 13F portfolio, value $8,882,566.

    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 59,745 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $9,808,293.

    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).