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Disclosery

RTD Financial Advisors, Inc.: IWS position timeline

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

RTD Financial Advisors, Inc. held 141,776 IWS 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 141,776 shares
    Change vs previous 13F -1,928 shares

    2.49% of the 13F portfolio, value $22,789,068.

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

  2. period ended2026-06-30
    13F 143,704 shares
    Change vs previous 13F +591 shares

    2.58% of the 13F portfolio, value $23,653,607.

    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 143,113 shares
    Change vs previous 13F -1,381 shares

    2.56% of the 13F portfolio, value $20,857,341.

    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 144,494 shares
    Change vs previous 13F -318 shares

    2.49% of the 13F portfolio, value $20,380,863.

    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 144,812 shares
    Change vs previous 13F +4,243 shares

    2.43% of the 13F portfolio, value $20,225,918.

    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 140,569 shares
    Change vs previous 13F -28,768 shares

    2.38% of the 13F portfolio, value $18,574,778.

    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 169,337 shares
    Change vs previous 13F +6,121 shares

    2.87% of the 13F portfolio, value $21,331,341.

    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 163,216 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $21,110,316.

    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).