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VestGen Advisors, LLC: IWD position timeline

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

VestGen Advisors, LLC held 77,208 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,208 shares
    Change vs previous 13F -98 shares

    0.55% of the 13F portfolio, value $18,717,439.

    13F-HR 0002050130-26-000005 filed by VestGen 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 77,306 shares
    Change vs previous 13F -713 shares

    0.51% of the 13F portfolio, value $18,105,833.

    13F-HR 0002050130-26-000004 filed by VestGen 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 78,019 shares
    Change vs previous 13F -13,286 shares

    0.7% of the 13F portfolio, value $16,410,473.

    13F-HR 0002050130-26-000001 filed by VestGen 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 91,305 shares
    Change vs previous 13F -1,049 shares

    0.62% of the 13F portfolio, value $18,588,859.

    13F-HR 0002050130-25-000006 filed by VestGen 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 92,354 shares
    Change vs previous 13F -1,652 shares

    0.72% of the 13F portfolio, value $17,938,742.

    13F-HR 0002050130-25-000005 filed by VestGen 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 94,006 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $17,688,249.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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