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Disclosery

RTD Financial Advisors, Inc.: IWO position timeline

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

RTD Financial Advisors, Inc. held 38,791 IWO 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 38,791 shares
    Change vs previous 13F -739 shares

    1.51% of the 13F portfolio, value $13,844,456.

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

  2. period ended2026-06-30
    13F 39,530 shares
    Change vs previous 13F -1,323 shares

    1.7% of the 13F portfolio, value $15,573,336.

    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 40,853 shares
    Change vs previous 13F -1,996 shares

    1.58% of the 13F portfolio, value $12,820,157.

    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 42,849 shares
    Change vs previous 13F -1,041 shares

    1.69% of the 13F portfolio, value $13,840,734.

    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 43,890 shares
    Change vs previous 13F -1,030 shares

    1.69% of the 13F portfolio, value $14,046,633.

    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 44,920 shares
    Change vs previous 13F -188 shares

    1.64% of the 13F portfolio, value $12,840,900.

    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 45,108 shares
    Change vs previous 13F -311 shares

    1.55% of the 13F portfolio, value $11,526,507.

    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 45,419 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $13,072,561.

    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).