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STABLEFORD CAPITAL II LLC: IWD position timeline

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

STABLEFORD CAPITAL II LLC held 6,240 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,240 shares
    Change vs previous 13F -192 shares

    0.54% of the 13F portfolio, value $1,546,959.

    13F-HR 0001842089-26-000004 filed by STABLEFORD CAPITAL II LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,432 shares
    Change vs previous 13F -1,965 shares

    0.54% of the 13F portfolio, value $1,559,310.

    13F-HR 0001842089-26-000003 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,397 shares
    Change vs previous 13F -789 shares

    0.67% of the 13F portfolio, value $1,794,187.

    13F-HR 0001842089-26-000002 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,186 shares
    Change vs previous 13F +3,138 shares

    0.7% of the 13F portfolio, value $1,932,183.

    13F-HR 0001842089-26-000001 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,048 shares
    Change vs previous 13F -1 shares

    0.44% of the 13F portfolio, value $1,231,312.

    13F-HR 0001842089-25-000002 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,049 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,204,235.

    13F-HR 0001754960-25-000486 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,049 shares
    Change vs previous 13F -134 shares

    0.45% of the 13F portfolio, value $1,066,560.

    13F-HR 0001754960-25-000229 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,183 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,144,659.

    13F-HR 0001754960-25-000066 filed by STABLEFORD CAPITAL II LLC
    Filed (acceptance time not in the bulk data set), ingested

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