Skip to content
Disclosery

STEPH & CO: IWD position timeline

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

STEPH & CO held 8,654 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,654 shares
    Change vs previous 13F -751 shares

    0.55% of the 13F portfolio, value $2,145,586.

    13F-HR 0000941519-26-000007 filed by STEPH & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,405 shares
    Change vs previous 13F -122 shares

    0.58% of the 13F portfolio, value $2,280,054.

    13F-HR 0000941519-26-000004 filed by STEPH & CO
    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 9,527 shares
    Change vs previous 13F -96 shares

    0.58% of the 13F portfolio, value $2,035,634.

    13F-HR 0000941519-26-000003 filed by STEPH & CO
    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 9,623 shares
    Change vs previous 13F +149 shares

    0.58% of the 13F portfolio, value $2,024,102.

    13F-HR 0000941519-26-000002 filed by STEPH & CO
    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 9,474 shares
    Change vs previous 13F -642 shares

    0.59% of the 13F portfolio, value $1,928,812.

    13F-HR 0000941519-25-000009 filed by STEPH & CO
    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 10,116 shares
    Change vs previous 13F +555 shares

    0.64% of the 13F portfolio, value $1,964,831.

    13F-HR 0000941519-25-000004 filed by STEPH & CO
    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 9,561 shares
    Change vs previous 13F -12 shares

    0.65% of the 13F portfolio, value $1,798,998.

    13F-HR 0000941519-25-000003 filed by STEPH & CO
    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 9,573 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,772,249.

    13F-HR 0000941519-25-000001 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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