Strategic Financial Partners, Ltd.: IWD position timeline

Strategic Financial Partners, Ltd. held 1,329 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,329 shares

   Change vs previous 13F -21 shares

   0.12% of the 13F portfolio, value $322,190.

   13F-HR 0002027921-26-000003 filed by Strategic Financial Partners, Ltd.
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,350 shares

   Change vs previous 13F -493 shares

   0.12% of the 13F portfolio, value $288,454.

   13F-HR 0002027921-26-000002 filed by Strategic Financial Partners, Ltd.
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,843 shares

   Change vs previous 13F -300 shares

   0.17% of the 13F portfolio, value $387,659.

   13F-HR 0002027921-26-000001 filed by Strategic Financial Partners, Ltd.
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,143 shares

   Change vs previous 13F -19 shares

   0.2% of the 13F portfolio, value $436,292.

   13F-HR 0002027921-25-000002 filed by Strategic Financial Partners, Ltd.
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,162 shares

   Change vs previous 13F 0 shares

   0.19% of the 13F portfolio, value $419,925.

   13F-HR 0001085146-25-004570 filed by Strategic Financial Partners, Ltd.
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 2,162 shares

   Change vs previous 13F 0 shares

   0.21% of the 13F portfolio, value $406,802.

   13F-HR 0001085146-25-002629 filed by Strategic Financial Partners, Ltd.
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 2,162 shares

   Change vs previous 13F 0 shares

   0.2% of the 13F portfolio, value $400,251.

   13F-HR 0001085146-25-000942 filed by Strategic Financial Partners, Ltd.
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 2,162 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $410,347.

   13F-HR 0001085146-24-005180 filed by Strategic Financial Partners, Ltd.
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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