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STEEL GROVE CAPITAL ADVISORS, LLC: IWD position timeline

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

STEEL GROVE CAPITAL ADVISORS, LLC held 0 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -2,945 shares

    13F-HR 0001214659-26-012809 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Accepted , ingested

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

  2. period ended2026-06-30
    13F 2,945 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $713,956.

    13F-HR 0001214659-26-009087 filed by STEEL GROVE CAPITAL ADVISORS, 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 2,945 shares
    Change vs previous 13F -17,850 shares

    0.07% of the 13F portfolio, value $629,258.

    13F-HR 0001214659-26-005702 filed by STEEL GROVE CAPITAL ADVISORS, 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 20,795 shares
    Change vs previous 13F +20,795 shares

    0.46% of the 13F portfolio, value $4,374,020.

    13F-HR 0001214659-26-001349 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -5,025 shares

    13F-HR 0001214659-25-006144 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  6. period ended2024-12-31
    13F 5,025 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $930,278.

    13F-HR 0001214659-25-002666 filed by STEEL GROVE CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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