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Disclosery

Smartleaf Asset Management LLC: IWD position timeline

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

Smartleaf Asset Management LLC held 19,067 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,067 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $4,628,713.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 19,067 shares
    Change vs previous 13F -11,457 shares

    0.14% of the 13F portfolio, value $3,993,182.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 30,524 shares
    Change vs previous 13F +11,188 shares

    0.25% of the 13F portfolio, value $6,469,396.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 19,336 shares
    Change vs previous 13F +15,759 shares

    0.24% of the 13F portfolio, value $3,929,613.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 3,577 shares
    Change vs previous 13F +1,474 shares

    0.06% of the 13F portfolio, value $691,829.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 2,103 shares
    Change vs previous 13F +1,080 shares

    0.04% of the 13F portfolio, value $391,865.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 1,023 shares
    Change vs previous 13F +232 shares

    0.02% of the 13F portfolio, value $189,034.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 791 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $149,869.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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