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Disclosery

Towerpoint Wealth, LLC: IWD position timeline

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

Towerpoint Wealth, LLC held 27,783 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,783 shares
    Change vs previous 13F -924 shares

    2.34% of the 13F portfolio, value $6,735,315.

    13F-HR 0001731445-26-000004 filed by Towerpoint Wealth, 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 28,707 shares
    Change vs previous 13F -313 shares

    2.48% of the 13F portfolio, value $6,133,913.

    13F-HR 0001731445-26-000002 filed by Towerpoint Wealth, 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 29,020 shares
    Change vs previous 13F +381 shares

    2.42% of the 13F portfolio, value $6,103,963.

    13F-HR 0001731445-26-000001 filed by Towerpoint Wealth, 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 28,639 shares
    Change vs previous 13F -378 shares

    2.39% of the 13F portfolio, value $5,830,560.

    13F-HR 0001085146-25-005830 filed by Towerpoint Wealth, 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 29,017 shares
    Change vs previous 13F +1,043 shares

    2.5% of the 13F portfolio, value $5,635,987.

    13F-HR 0001085146-25-003692 filed by Towerpoint Wealth, 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 27,974 shares
    Change vs previous 13F -2,090 shares

    2.61% of the 13F portfolio, value $5,263,506.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, 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 30,064 shares
    Change vs previous 13F +255 shares

    2.73% of the 13F portfolio, value $5,565,758.

    13F-HR 0001085146-25-000191 filed by Towerpoint Wealth, 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 29,809 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $5,657,747.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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