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PARK AVENUE SECURITIES LLC: IWD position timeline

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

PARK AVENUE SECURITIES LLC held 93,111 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,111 shares
    Change vs previous 13F -2,768 shares

    0.14% of the 13F portfolio, value $22,573,000.

    13F-HR 0001071640-26-000012 filed by PARK AVENUE SECURITIES 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 95,879 shares
    Change vs previous 13F +131 shares

    0.16% of the 13F portfolio, value $20,486,000.

    13F-HR 0001071640-26-000007 filed by PARK AVENUE SECURITIES 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 95,748 shares
    Change vs previous 13F +901 shares

    0.17% of the 13F portfolio, value $20,140,000.

    13F-HR 0001071640-26-000001 filed by PARK AVENUE SECURITIES 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 94,847 shares
    Change vs previous 13F +7,908 shares

    0.15% of the 13F portfolio, value $19,310,000.

    13F-HR 0001071640-25-000020 filed by PARK AVENUE SECURITIES 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 86,939 shares
    Change vs previous 13F +13,721 shares

    0.16% of the 13F portfolio, value $16,886,000.

    13F-HR 0001071640-25-000013 filed by PARK AVENUE SECURITIES 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 73,218 shares
    Change vs previous 13F -10,780 shares

    0.17% of the 13F portfolio, value $13,777,000.

    13F-HR 0001071640-25-000010 filed by PARK AVENUE SECURITIES 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 83,998 shares
    Change vs previous 13F +73,529 shares

    0.16% of the 13F portfolio, value $15,550,000.

    13F-HR 0001071640-25-000003 filed by PARK AVENUE SECURITIES 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 10,469 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,987,000.

    13F-HR 0001071640-24-000017 filed by PARK AVENUE SECURITIES LLC
    Filed (acceptance time not in the bulk data set), ingested

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