Skip to content
Disclosery

TFB Advisors LLC: IWD position timeline

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

TFB Advisors LLC held 0 IWD shares at 2026-03-31 per its 13F-HR filed 2026-04-20.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,026 shares

    13F-HR 0001965201-26-000002 filed by TFB Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,026 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $636,402.

    13F-HR 0001965201-26-000001 filed by TFB 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 ended2025-09-30
    13F 3,025 shares
    Change vs previous 13F -18 shares

    0.18% of the 13F portfolio, value $614,532.

    13F-HR 0001965201-25-000004 filed by TFB 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 ended2025-06-30
    13F 3,043 shares
    Change vs previous 13F -57 shares

    0.15% of the 13F portfolio, value $591,110.

    13F-HR 0001830817-25-000004 filed by TFB 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 ended2025-03-31
    13F 3,100 shares
    Change vs previous 13F -144 shares

    0.17% of the 13F portfolio, value $583,341.

    13F-HR 0001965201-25-000003 filed by TFB 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 ended2024-12-31
    13F 3,244 shares
    Change vs previous 13F -2 shares

    0.17% of the 13F portfolio, value $600,586.

    13F-HR 0001965201-25-000001 filed by TFB 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 ended2024-09-30
    13F 3,246 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $616,091.

    13F-HR 0001965201-24-000003 filed by TFB Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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