SMI Advisory Services, LLC: IWD position timeline

SMI Advisory Services, LLC held 255,736 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 255,736 shares

   Change vs previous 13F -14,158 shares

   10.25% of the 13F portfolio, value $63,228,169.

   13F-HR 0001609008-26-000003 filed by SMI Advisory Services, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 269,894 shares

   Change vs previous 13F +15,150 shares

   9.63% of the 13F portfolio, value $58,461,831.

   13F-HR 0001609008-26-000002 filed by SMI Advisory Services, LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 254,744 shares

   Change vs previous 13F +254,744 shares

   9.56% of the 13F portfolio, value $55,462,864.

   13F-HR 0001609008-26-000001 filed by SMI Advisory Services, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -94,292 shares

   13F-HR 0001609008-25-000004 filed by SMI Advisory Services, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

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

5. period ended2025-03-31

   13F 94,292 shares

   Change vs previous 13F not available

   3.61% of the 13F portfolio, value $15,951,340.

   13F-HR 0001609008-25-000003 filed by SMI Advisory Services, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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