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WestHill Financial Advisors, Inc.: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WestHill Financial Advisors, Inc. on IWD, newest first. How the timeline and the estimate are built.

WestHill Financial Advisors, Inc. held 9,918 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,918 shares
    Change vs previous 13F -62 shares

    0.41% of the 13F portfolio, value $2,458,928.

    13F-HR 0002085853-26-001192 filed by WestHill Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,980 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $2,419,410.

    13F-HR 0002085853-26-000786 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,980 shares
    Change vs previous 13F -276 shares

    0.41% of the 13F portfolio, value $2,132,390.

    13F-HR 0002085853-26-000325 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,256 shares
    Change vs previous 13F -6 shares

    0.41% of the 13F portfolio, value $2,157,161.

    13F-HR 0002085853-26-000059 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,262 shares
    Change vs previous 13F -64 shares

    0.41% of the 13F portfolio, value $2,089,234.

    13F-HR 0002085853-25-000071 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,326 shares
    Change vs previous 13F -82 shares

    0.43% of the 13F portfolio, value $2,005,613.

    13F-HR 0001667731-25-000752 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,408 shares
    Change vs previous 13F -112 shares

    0.45% of the 13F portfolio, value $1,958,367.

    13F-HR 0001667731-25-000467 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,520 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,947,577.

    13F-HR 0001667731-25-000194 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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