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Wilkins Miller Wealth Management, LLC: IBDW position timeline

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

Wilkins Miller Wealth Management, LLC held 204,921 IBDW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 204,921 shares
    Change vs previous 13F -2,097 shares

    2.32% of the 13F portfolio, value $4,110,710.

    13F-HR 0002057318-26-000006 filed by Wilkins Miller Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 207,018 shares
    Change vs previous 13F -4,423 shares

    2.37% of the 13F portfolio, value $4,314,252.

    13F-HR 0002057318-26-000004 filed by Wilkins Miller Wealth Management, LLC
    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 211,441 shares
    Change vs previous 13F -4,931 shares

    2.68% of the 13F portfolio, value $4,425,458.

    13F-HR 0002057318-26-000002 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 216,372 shares
    Change vs previous 13F -1,689 shares

    2.73% of the 13F portfolio, value $4,576,286.

    13F-HR 0001172661-26-000242 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 218,061 shares
    Change vs previous 13F +9,370 shares

    2.87% of the 13F portfolio, value $4,627,270.

    13F-HR 0001172661-25-004682 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 208,691 shares
    Change vs previous 13F -11,602 shares

    2.99% of the 13F portfolio, value $4,390,859.

    13F-HR 0001172661-25-003347 filed by Wilkins Miller Wealth Management, LLC
    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 220,293 shares
    Change vs previous 13F +192,667 shares

    3.44% of the 13F portfolio, value $4,571,084.

    13F-HR 0001172661-25-001748 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 27,626 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $562,189.

    13F-HR 0001172661-25-001337 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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