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Disclosery

Stegner Investment Associates Inc.: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stegner Investment Associates Inc. on IWD, newest first. How the timeline and the estimate are built.

Stegner Investment Associates Inc. held 38,395 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,395 shares
    Change vs previous 13F +2 shares

    4.44% of the 13F portfolio, value $9,519,333.

    13F-HR 0001907433-26-000005 filed by Stegner Investment Associates Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,393 shares
    Change vs previous 13F +2 shares

    4.43% of the 13F portfolio, value $9,307,597.

    13F-HR 0001907433-26-000003 filed by Stegner Investment Associates Inc.
    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 38,391 shares
    Change vs previous 13F +2 shares

    4.49% of the 13F portfolio, value $8,202,996.

    13F-HR 0001907433-26-000002 filed by Stegner Investment Associates Inc.
    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 38,389 shares
    Change vs previous 13F +11,816 shares

    4.29% of the 13F portfolio, value $8,074,650.

    13F-HR 0001907433-26-000001 filed by Stegner Investment Associates Inc.
    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 26,573 shares
    Change vs previous 13F +3 shares

    2.97% of the 13F portfolio, value $5,409,906.

    13F-HR 0001907433-25-000004 filed by Stegner Investment Associates Inc.
    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 26,570 shares
    Change vs previous 13F -3 shares

    3.16% of the 13F portfolio, value $5,160,653.

    13F-HR 0001907433-25-000002 filed by Stegner Investment Associates Inc.
    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 26,573 shares
    Change vs previous 13F +3 shares

    3.5% of the 13F portfolio, value $4,999,993.

    13F-HR 0001172661-25-001573 filed by Stegner Investment Associates Inc.
    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 26,570 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $4,918,994.

    13F-HR 0001172661-25-000529 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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