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TPG Financial Advisors, LLC: IWD position timeline

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

TPG Financial Advisors, LLC held 32,922 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,922 shares
    Change vs previous 13F +671 shares

    2.38% of the 13F portfolio, value $7,981,280.

    13F-HR 0001706669-26-000008 filed by TPG Financial Advisors, 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 32,251 shares
    Change vs previous 13F +8,918 shares

    2.24% of the 13F portfolio, value $6,891,071.

    13F-HR 0001706669-26-000006 filed by TPG Financial 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 ended2025-12-31
    13F 23,333 shares
    Change vs previous 13F +440 shares

    1.64% of the 13F portfolio, value $4,907,863.

    13F-HR 0001706669-26-000003 filed by TPG Financial 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 ended2025-09-30
    13F 22,893 shares
    Change vs previous 13F +93 shares

    1.74% of the 13F portfolio, value $4,660,786.

    13F-HR 0001706669-25-000009 filed by TPG Financial 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 ended2025-06-30
    13F 22,800 shares
    Change vs previous 13F -1,890 shares

    1.77% of the 13F portfolio, value $4,428,444.

    13F-HR 0001706669-25-000007 filed by TPG Financial 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 ended2025-03-31
    13F 24,690 shares
    Change vs previous 13F +646 shares

    2.05% of the 13F portfolio, value $4,645,670.

    13F-HR 0001706669-25-000004 filed by TPG Financial 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 ended2024-12-31
    13F 24,044 shares
    Change vs previous 13F +505 shares

    1.94% of the 13F portfolio, value $4,451,266.

    13F-HR 0001706669-25-000001 filed by TPG Financial Advisors, 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 23,539 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $4,467,702.

    13F-HR 0001706669-24-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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