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Towercrest Capital Management: IWD position timeline

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

Towercrest Capital Management held 2,185 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,185 shares
    Change vs previous 13F -50 shares

    0.07% of the 13F portfolio, value $529,591.

    13F-HR 0001633288-26-000003 filed by Towercrest Capital Management
    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 2,235 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $477,448.

    13F-HR 0001633288-26-000002 filed by Towercrest Capital Management
    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 2,235 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $470,007.

    13F-HR 0001633288-26-000001 filed by Towercrest Capital Management
    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 2,235 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $454,924.

    13F-HR 0001633288-25-000005 filed by Towercrest Capital Management
    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 2,235 shares
    Change vs previous 13F -113 shares

    0.08% of the 13F portfolio, value $434,009.

    13F-HR 0001633288-25-000003 filed by Towercrest Capital Management
    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 2,348 shares
    Change vs previous 13F -405 shares

    0.08% of the 13F portfolio, value $441,708.

    13F-HR 0001633288-25-000002 filed by Towercrest Capital Management
    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 2,753 shares
    Change vs previous 13F -340 shares

    0.08% of the 13F portfolio, value $509,572.

    13F-HR 0001633288-25-000001 filed by Towercrest Capital Management
    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 3,093 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $586,959.

    13F-HR 0001633288-24-000004 filed by Towercrest Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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