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WARNER FINANCIAL, INC: IWD position timeline

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

WARNER FINANCIAL, INC held 3,627 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,627 shares
    Change vs previous 13F +10 shares

    0.26% of the 13F portfolio, value $879,272.

    13F-HR 0001951757-26-000986 filed by WARNER FINANCIAL, INC
    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 3,617 shares
    Change vs previous 13F +11 shares

    0.27% of the 13F portfolio, value $773,000.

    13F-HR 0001951757-26-000546 filed by WARNER FINANCIAL, INC
    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 3,606 shares
    Change vs previous 13F +15 shares

    0.26% of the 13F portfolio, value $758,000.

    13F-HR 0001927175-26-000001 filed by WARNER FINANCIAL, INC
    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 3,591 shares
    Change vs previous 13F +13 shares

    0.27% of the 13F portfolio, value $731,000.

    13F-HR 0001927175-25-000007 filed by WARNER FINANCIAL, INC
    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 3,578 shares
    Change vs previous 13F +58 shares

    0.29% of the 13F portfolio, value $695,000.

    13F-HR 0001927175-25-000005 filed by WARNER FINANCIAL, INC
    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 3,520 shares
    Change vs previous 13F +13 shares

    0.29% of the 13F portfolio, value $662,000.

    13F-HR 0001927175-25-000002 filed by WARNER FINANCIAL, INC
    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 3,507 shares
    Change vs previous 13F +18 shares

    0.28% of the 13F portfolio, value $649,000.

    13F-HR 0001927175-25-000001 filed by WARNER FINANCIAL, INC
    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 3,489 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $662,000.

    13F-HR 0001927175-24-000006 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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