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Disclosery

Snider Financial Group: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Snider Financial Group on IWD, newest first. How the timeline and the estimate are built.

Snider Financial Group held 2,786 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,786 shares
    Change vs previous 13F -150 shares

    0.17% of the 13F portfolio, value $675,410.

    13F-HR 0001951757-26-000994 filed by Snider Financial Group
    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 2,936 shares
    Change vs previous 13F -1,235 shares

    0.19% of the 13F portfolio, value $627,335.

    13F-HR 0001951757-26-000608 filed by Snider Financial Group
    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 4,171 shares
    Change vs previous 13F -1,390 shares

    0.23% of the 13F portfolio, value $877,328.

    13F-HR 0001951757-26-000257 filed by Snider Financial Group
    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 5,561 shares
    Change vs previous 13F -558 shares

    0.31% of the 13F portfolio, value $1,132,156.

    13F-HR 0001951757-25-001312 filed by Snider Financial Group
    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 6,119 shares
    Change vs previous 13F -376 shares

    0.34% of the 13F portfolio, value $1,188,432.

    13F-HR 0001951757-25-001029 filed by Snider Financial Group
    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 6,495 shares
    Change vs previous 13F +539 shares

    0.4% of the 13F portfolio, value $1,222,177.

    13F-HR 0001951757-25-000328 filed by Snider Financial Group
    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 5,956 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,102,662.

    13F-HR 0001951757-25-000191 filed by Snider Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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