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Tassel Capital Management, Inc.: IWD position timeline

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

Tassel Capital Management, Inc. held 5,072 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,072 shares
    Change vs previous 13F +16 shares

    0.58% of the 13F portfolio, value $1,229,523.

    13F-HR 0001951757-26-001179 filed by Tassel Capital Management, Inc.
    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 5,056 shares
    Change vs previous 13F +20 shares

    0.59% of the 13F portfolio, value $1,080,277.

    13F-HR 0001951757-26-000684 filed by Tassel Capital Management, Inc.
    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 5,036 shares
    Change vs previous 13F +24 shares

    0.64% of the 13F portfolio, value $1,059,363.

    13F-HR 0001951757-26-000460 filed by Tassel Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,012 shares
    Change vs previous 13F +22 shares

    0.65% of the 13F portfolio, value $1,020,410.

    13F-HR 0001951757-25-001198 filed by Tassel Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,990 shares
    Change vs previous 13F -393 shares

    0.74% of the 13F portfolio, value $969,192.

    13F-HR 0001951757-25-000873 filed by Tassel Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,383 shares
    Change vs previous 13F +23 shares

    0.89% of the 13F portfolio, value $1,012,876.

    13F-HR 0001951757-25-000412 filed by Tassel Capital Management, Inc.
    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 5,360 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $992,338.

    13F-HR 0001951757-25-000208 filed by Tassel Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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