Skip to content
Disclosery

Alexis Investment Partners, LLC: IWD position timeline

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

Alexis Investment Partners, LLC held 37,106 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,106 shares
    Change vs previous 13F +37,106 shares

    5.27% of the 13F portfolio, value $9,007,482.

    13F-HR 0002054271-26-000003 filed by Alexis Investment Partners, 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 0 shares
    Change vs previous 13F -2,283 shares

    13F-HR 0002054271-26-000002 filed by Alexis Investment Partners, LLC
    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.

  3. period ended2025-12-31
    13F 2,283 shares
    Change vs previous 13F -81 shares

    0.18% of the 13F portfolio, value $480,206.

    13F-HR 0002054271-26-000001 filed by Alexis Investment Partners, 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 2,364 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $481,287.

    13F-HR 0002054271-25-000005 filed by Alexis Investment Partners, 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 2,364 shares
    Change vs previous 13F -1,315 shares

    0.2% of the 13F portfolio, value $459,160.

    13F-HR 0002054271-25-000004 filed by Alexis Investment Partners, 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 3,679 shares
    Change vs previous 13F -1,325 shares

    0.33% of the 13F portfolio, value $692,241.

    13F-HR 0002054271-25-000002 filed by Alexis Investment Partners, 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 5,004 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $926,391.

    13F-HR 0002054271-25-000001 filed by Alexis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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