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Virtue Capital Management, LLC: IWD position timeline

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

Virtue Capital Management, LLC held 9,476 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,476 shares
    Change vs previous 13F +4,362 shares

    0.31% of the 13F portfolio, value $2,297,267.

    13F-HR 0001104659-26-091051 filed by Virtue Capital Management, 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 5,114 shares
    Change vs previous 13F +1,700 shares

    0.16% of the 13F portfolio, value $1,070,974.

    13F-HR 0001104659-26-056825 filed by Virtue Capital Management, 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/A 3,414 shares
    Change vs previous 13F +836 shares

    0.11% of the 13F portfolio, value $724,451.

    13F-HR/A 0001104659-26-016820 filed by Virtue Capital Management, 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/A 2,578 shares
    Change vs previous 13F -577 shares

    0.08% of the 13F portfolio, value $478,013.

    13F-HR/A 0001104659-26-016822 filed by Virtue Capital Management, 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 3,155 shares
    Change vs previous 13F +354 shares

    0.11% of the 13F portfolio, value $612,796.

    13F-HR 0001104659-25-077270 filed by Virtue Capital Management, 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 2,801 shares
    Change vs previous 13F -1,303 shares

    0.06% of the 13F portfolio, value $526,980.

    13F-HR 0001104659-25-049438 filed by Virtue Capital Management, 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 4,104 shares
    Change vs previous 13F +65 shares

    0.15% of the 13F portfolio, value $759,774.

    13F-HR 0001104659-25-017266 filed by Virtue Capital Management, 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 4,039 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $766,602.

    13F-HR 0001104659-24-120092 filed by Virtue Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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