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Runnymede Capital Advisors, Inc.: IWD position timeline

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

Runnymede Capital Advisors, Inc. held 2,647 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,647 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $641,712.

    13F-HR 0002054540-26-000004 filed by Runnymede Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,647 shares
    Change vs previous 13F +2,647 shares

    0.49% of the 13F portfolio, value $565,584.

    13F-HR 0002054540-26-000002 filed by Runnymede Capital 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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,647 shares

    13F-HR 0002054540-26-000001 filed by Runnymede Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 2,647 shares
    Change vs previous 13F -50 shares

    0.44% of the 13F portfolio, value $538,903.

    13F-HR 0002054540-25-000006 filed by Runnymede Capital 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 ended2025-06-30
    13F 2,697 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $523,838.

    13F-HR 0002054540-25-000003 filed by Runnymede Capital 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 ended2025-03-31
    13F 2,697 shares
    Change vs previous 13F +86 shares

    0.49% of the 13F portfolio, value $507,468.

    13F-HR 0002054540-25-000002 filed by Runnymede Capital 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 ended2024-12-31
    13F 2,611 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $483,374.

    13F-HR 0002054540-25-000001 filed by Runnymede Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).