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Disclosery

RTD Financial Advisors, Inc.: IWY position timeline

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

RTD Financial Advisors, Inc. held 86,137 IWY 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 86,137 shares
    Change vs previous 13F +5,538 shares

    2.78% of the 13F portfolio, value $25,402,578.

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

  2. period ended2026-06-30
    13F 80,599 shares
    Change vs previous 13F +2,806 shares

    2.55% of the 13F portfolio, value $23,423,703.

    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 77,793 shares
    Change vs previous 13F +7,299 shares

    2.38% of the 13F portfolio, value $19,358,084.

    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 70,494 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $19,522,705.

    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).