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Disclosery

Savant Capital, LLC: IWD position timeline

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

Savant Capital, LLC held 147,184 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 147,184 shares
    Change vs previous 13F +8,622 shares

    0.11% of the 13F portfolio, value $35,768,751.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 138,562 shares
    Change vs previous 13F -72 shares

    0.14% of the 13F portfolio, value $29,606,462.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 138,634 shares
    Change vs previous 13F +3,506 shares

    0.17% of the 13F portfolio, value $29,160,314.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 135,128 shares
    Change vs previous 13F +718 shares

    0.17% of the 13F portfolio, value $27,510,811.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 134,410 shares
    Change vs previous 13F -609 shares

    0.19% of the 13F portfolio, value $26,106,444.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 135,019 shares
    Change vs previous 13F -1,642 shares

    0.22% of the 13F portfolio, value $25,405,093.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 136,661 shares
    Change vs previous 13F -1,981 shares

    0.2% of the 13F portfolio, value $25,299,993.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 138,642 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $26,314,308.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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