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Disclosery

W ADVISORS, LLC: IWD position timeline

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

W ADVISORS, LLC held 18,049 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,049 shares
    Change vs previous 13F -501 shares

    1.99% of the 13F portfolio, value $4,375,620.

    13F-HR 0001172661-26-002980 filed by W 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 18,550 shares
    Change vs previous 13F -3,649 shares

    2.03% of the 13F portfolio, value $3,963,579.

    13F-HR 0001172661-26-001570 filed by W 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 22,199 shares
    Change vs previous 13F +2,254 shares

    2.35% of the 13F portfolio, value $4,669,337.

    13F-HR 0001172661-26-000770 filed by W 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 19,945 shares
    Change vs previous 13F -1,959 shares

    2.14% of the 13F portfolio, value $4,060,602.

    13F-HR 0001172661-25-004935 filed by W 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 21,904 shares
    Change vs previous 13F +9,200 shares

    2.44% of the 13F portfolio, value $4,254,414.

    13F-HR 0001172661-25-002933 filed by W 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 12,704 shares
    Change vs previous 13F -3,166 shares

    1.5% of the 13F portfolio, value $2,390,384.

    13F-HR 0001172661-25-001769 filed by W 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 15,870 shares
    Change vs previous 13F +2,627 shares

    1.82% of the 13F portfolio, value $2,938,013.

    13F-HR 0001172661-25-000311 filed by W 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 13,243 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,513,522.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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