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Topel & Distasi Wealth Management, LLC: IWD position timeline

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

Topel & Distasi Wealth Management, LLC held 15,260 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 15,260 shares
    Change vs previous 13F -400 shares

    1.78% of the 13F portfolio, value $3,699,482.

    13F-HR 0001880087-26-000004 filed by Topel & Distasi Wealth Management, 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 15,660 shares
    Change vs previous 13F +51 shares

    1.73% of the 13F portfolio, value $3,346,072.

    13F-HR 0001880087-26-000003 filed by Topel & Distasi Wealth Management, 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 15,609 shares
    Change vs previous 13F +95 shares

    1.6% of the 13F portfolio, value $3,283,197.

    13F-HR 0001880087-26-000002 filed by Topel & Distasi Wealth Management, 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 15,514 shares
    Change vs previous 13F -41 shares

    1.56% of the 13F portfolio, value $3,158,495.

    13F-HR 0001880087-25-000007 filed by Topel & Distasi Wealth Management, 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 15,555 shares
    Change vs previous 13F -428 shares

    1.58% of the 13F portfolio, value $3,021,248.

    13F-HR 0001880087-25-000004 filed by Topel & Distasi Wealth Management, 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 15,983 shares
    Change vs previous 13F -274 shares

    1.4% of the 13F portfolio, value $3,007,361.

    13F-HR 0001880087-25-000003 filed by Topel & Distasi Wealth Management, 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 16,257 shares
    Change vs previous 13F -5,102 shares

    1.29% of the 13F portfolio, value $3,009,658.

    13F-HR 0001880087-25-000002 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,359 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $4,053,938.

    13F-HR 0001880087-24-000001 filed by Topel & Distasi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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