Skip to content
Disclosery

RTD Financial Advisors, Inc.: IWP position timeline

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

RTD Financial Advisors, Inc. held 196,875 IWP 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 196,875 shares
    Change vs previous 13F +1,437 shares

    2.97% of the 13F portfolio, value $27,105,709.

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

  2. period ended2026-06-30
    13F 195,438 shares
    Change vs previous 13F +1,649 shares

    3.12% of the 13F portfolio, value $28,614,127.

    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 193,789 shares
    Change vs previous 13F -11,013 shares

    3.05% of the 13F portfolio, value $24,828,240.

    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 204,802 shares
    Change vs previous 13F -3,530 shares

    3.42% of the 13F portfolio, value $28,045,574.

    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 208,332 shares
    Change vs previous 13F -7,254 shares

    3.57% of the 13F portfolio, value $29,668,626.

    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 215,586 shares
    Change vs previous 13F -53,702 shares

    3.83% of the 13F portfolio, value $29,897,458.

    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 269,288 shares
    Change vs previous 13F -44,903 shares

    4.25% of the 13F portfolio, value $31,638,651.

    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 314,191 shares
    Change vs previous 13F not available

    5.11% of the 13F portfolio, value $39,823,681.

    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).