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Tortuga Wealth Management, Inc: IWD position timeline

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

Tortuga Wealth Management, Inc held 1,997 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,997 shares
    Change vs previous 13F -294 shares

    0.37% of the 13F portfolio, value $484,074.

    13F-HR 0001172661-26-002959 filed by Tortuga Wealth 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 2,291 shares
    Change vs previous 13F -8 shares

    0.46% of the 13F portfolio, value $489,397.

    13F-HR 0001172661-26-002664 filed by Tortuga Wealth 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 2,299 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $483,116.

    13F-HR 0001172661-26-001502 filed by Tortuga Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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