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SILVERCREST ASSET MANAGEMENT GROUP LLC: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SILVERCREST ASSET MANAGEMENT GROUP LLC on IWD, newest first. How the timeline and the estimate are built.

SILVERCREST ASSET MANAGEMENT GROUP LLC held 145,301 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,301 shares
    Change vs previous 13F -1,407 shares

    0.23% of the 13F portfolio, value $35,225,225.

    13F-HR 0001193125-26-352195 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    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 146,708 shares
    Change vs previous 13F -21,294 shares

    0.23% of the 13F portfolio, value $31,347,112.

    13F-HR 0001193125-26-225668 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    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 168,002 shares
    Change vs previous 13F +83,379 shares

    0.24% of the 13F portfolio, value $35,337,604.

    13F-HR 0001193125-26-053826 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 84,623 shares
    Change vs previous 13F +17,201 shares

    0.11% of the 13F portfolio, value $17,228,360.

    13F-HR 0001193125-25-282298 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    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 67,422 shares
    Change vs previous 13F +1,851 shares

    0.09% of the 13F portfolio, value $13,095,390.

    13F-HR 0000950123-25-008009 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    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 65,571 shares
    Change vs previous 13F -12,559 shares

    0.09% of the 13F portfolio, value $12,337,920.

    13F-HR 0000950123-25-005582 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    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 78,130 shares
    Change vs previous 13F +9,560 shares

    0.1% of the 13F portfolio, value $14,464,224.

    13F-HR 0000950123-25-002350 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 68,570 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $13,014,586.

    13F-HR 0000950123-24-011614 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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