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WEALTHSPAN PARTNERS, LLC: IWD position timeline

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

WEALTHSPAN PARTNERS, LLC held 18,048 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,048 shares
    Change vs previous 13F -514 shares

    1.38% of the 13F portfolio, value $4,375,396.

    13F-HR 0001951757-26-001132 filed by WEALTHSPAN PARTNERS, 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 18,562 shares
    Change vs previous 13F -213 shares

    1.4% of the 13F portfolio, value $3,966,056.

    13F-HR 0001951757-26-000526 filed by WEALTHSPAN PARTNERS, 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 18,775 shares
    Change vs previous 13F -607 shares

    1.44% of the 13F portfolio, value $3,949,135.

    13F-HR 0001951757-26-000313 filed by WEALTHSPAN PARTNERS, 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 19,382 shares
    Change vs previous 13F -362 shares

    1.52% of the 13F portfolio, value $3,945,990.

    13F-HR 0001951757-25-001242 filed by WEALTHSPAN PARTNERS, 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 19,744 shares
    Change vs previous 13F -774 shares

    1.59% of the 13F portfolio, value $3,834,908.

    13F-HR 0001951757-25-000976 filed by WEALTHSPAN PARTNERS, 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 20,518 shares
    Change vs previous 13F -533 shares

    1.78% of the 13F portfolio, value $3,860,694.

    13F-HR 0001951757-25-000383 filed by WEALTHSPAN PARTNERS, 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 21,051 shares
    Change vs previous 13F -420 shares

    1.86% of the 13F portfolio, value $3,897,110.

    13F-HR 0001951757-25-000130 filed by WEALTHSPAN PARTNERS, 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 21,471 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $4,075,198.

    13F-HR 0001951757-24-001168 filed by WEALTHSPAN PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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