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Disclosery

RTD Financial Advisors, Inc.: IWX position timeline

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

RTD Financial Advisors, Inc. held 289,542 IWX 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 289,542 shares
    Change vs previous 13F +9,665 shares

    3.47% of the 13F portfolio, value $31,713,501.

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

  2. period ended2026-06-30
    13F 279,877 shares
    Change vs previous 13F +9,889 shares

    3.21% of the 13F portfolio, value $29,431,898.

    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 269,988 shares
    Change vs previous 13F +27,625 shares

    3.07% of the 13F portfolio, value $25,019,765.

    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 242,363 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $22,263,453.

    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).