Skip to content
Disclosery

TRUE Private Wealth Advisors: IWD position timeline

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

TRUE Private Wealth Advisors held 15,968 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,968 shares
    Change vs previous 13F -658 shares

    0.33% of the 13F portfolio, value $3,871,181.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 16,626 shares
    Change vs previous 13F -1,295 shares

    0.34% of the 13F portfolio, value $3,552,565.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 17,921 shares
    Change vs previous 13F -315 shares

    0.38% of the 13F portfolio, value $3,769,508.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 18,236 shares
    Change vs previous 13F -585 shares

    0.38% of the 13F portfolio, value $3,712,805.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 18,821 shares
    Change vs previous 13F -124,855 shares

    0.41% of the 13F portfolio, value $3,655,609.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 143,676 shares
    Change vs previous 13F -17,511 shares

    3.28% of the 13F portfolio, value $27,034,138.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 161,187 shares
    Change vs previous 13F -2,882 shares

    3.62% of the 13F portfolio, value $29,840,602.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 164,069 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $31,140,337.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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