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Disclosery

Westshore Wealth, LLC: IWD position timeline

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

Westshore Wealth, LLC held 90,319 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,319 shares
    Change vs previous 13F -2,072 shares

    6.8% of the 13F portfolio, value $21,896,048.

    13F-HR 0001806366-26-000004 filed by Westshore Wealth, 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 92,391 shares
    Change vs previous 13F -4,420 shares

    6.93% of the 13F portfolio, value $19,741,151.

    13F-HR 0001806366-26-000002 filed by Westshore Wealth, 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 96,811 shares
    Change vs previous 13F -665 shares

    6.74% of the 13F portfolio, value $20,363,264.

    13F-HR 0001806366-26-000001 filed by Westshore Wealth, 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 97,476 shares
    Change vs previous 13F -2,307 shares

    6.78% of the 13F portfolio, value $19,845,177.

    13F-HR 0001806366-25-000002 filed by Westshore Wealth, 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 99,783 shares
    Change vs previous 13F -1,405 shares

    7.43% of the 13F portfolio, value $19,380,797.

    13F-HR 0001085146-25-003688 filed by Westshore Wealth, 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 101,188 shares
    Change vs previous 13F -1,379 shares

    8.05% of the 13F portfolio, value $19,039,454.

    13F-HR 0001085146-25-003283 filed by Westshore Wealth, 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 102,567 shares
    Change vs previous 13F +129 shares

    7.69% of the 13F portfolio, value $18,988,262.

    13F-HR 0001085146-25-003402 filed by Westshore Wealth, 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 102,438 shares
    Change vs previous 13F not available

    7.95% of the 13F portfolio, value $19,442,827.

    13F-HR 0001085146-24-005567 filed by Westshore Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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