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Disclosery

Wise Wealth Partners: IWD position timeline

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

Wise Wealth Partners held 0 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -4,839 shares

    13F-HR 0002056711-26-000003 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 4,839 shares
    Change vs previous 13F +20 shares

    1.4% of the 13F portfolio, value $1,034,000.

    13F-HR 0002056711-26-000002 filed by Wise Wealth Partners
    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 4,819 shares
    Change vs previous 13F +210 shares

    1.45% of the 13F portfolio, value $1,013,612.

    13F-HR 0002056711-26-000001 filed by Wise Wealth Partners
    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 4,609 shares
    Change vs previous 13F +75 shares

    1.43% of the 13F portfolio, value $938,431.

    13F-HR 0002056711-25-000005 filed by Wise Wealth Partners
    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 4,534 shares
    Change vs previous 13F +2,311 shares

    1.47% of the 13F portfolio, value $880,630.

    13F-HR 0002056711-25-000003 filed by Wise Wealth Partners
    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 2,223 shares
    Change vs previous 13F +378 shares

    1% of the 13F portfolio, value $418,298.

    13F-HR 0002056711-25-000002 filed by Wise Wealth Partners
    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 1,845 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $341,519.

    13F-HR 0002056711-25-000001 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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