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Watts Gwilliam & Co., LLC: IWD position timeline

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

Watts Gwilliam & Co., LLC held 19,616 IWD shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 19,616 shares
    Change vs previous 13F +37 shares

    0.65% of the 13F portfolio, value $3,993,541.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 19,579 shares
    Change vs previous 13F -328 shares

    0.65% of the 13F portfolio, value $3,976,692.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 19,907 shares
    Change vs previous 13F -170 shares

    0.81% of the 13F portfolio, value $3,745,724.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 20,077 shares
    Change vs previous 13F +249 shares

    0.79% of the 13F portfolio, value $3,734,802.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 19,828 shares
    Change vs previous 13F -122 shares

    0.82% of the 13F portfolio, value $3,738,292.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 19,950 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $3,539,582.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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