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Sylvest Advisors, LLC: IWD position timeline

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

Sylvest Advisors, LLC held 132,225 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,225 shares
    Change vs previous 13F +9,999 shares

    14.45% of the 13F portfolio, value $32,055,381.

    13F-HR 0002044121-26-000003 filed by Sylvest Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 122,226 shares
    Change vs previous 13F +4,776 shares

    13.89% of the 13F portfolio, value $26,116,114.

    13F-HR 0002044121-26-000002 filed by Sylvest 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 ended2025-12-31
    13F 117,450 shares
    Change vs previous 13F +14,464 shares

    13.18% of the 13F portfolio, value $24,704,427.

    13F-HR 0002044121-26-000001 filed by Sylvest 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 ended2025-09-30
    13F 102,986 shares
    Change vs previous 13F -1,573 shares

    11.26% of the 13F portfolio, value $20,966,842.

    13F-HR 0002044121-25-000006 filed by Sylvest 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 ended2025-06-30
    13F 104,559 shares
    Change vs previous 13F +714 shares

    11.7% of the 13F portfolio, value $20,308,493.

    13F-HR 0002044121-25-000003 filed by Sylvest Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 103,845 shares
    Change vs previous 13F +1,213 shares

    12.22% of the 13F portfolio, value $19,539,384.

    13F-HR 0002044121-25-000002 filed by Sylvest Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 102,632 shares
    Change vs previous 13F not available

    11.68% of the 13F portfolio, value $19,000,201.

    13F-HR 0002044121-25-000001 filed by Sylvest Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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