Skip to content
Disclosery

Bay Capital Advisors, LLC: IWF position timeline

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

Bay Capital Advisors, LLC held 90,986 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,986 shares
    Change vs previous 13F +69,188 shares

    6.06% of the 13F portfolio, value $11,297,778.

    13F-HR 0002055414-26-000003 filed by Bay Capital Advisors, 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 21,798 shares
    Change vs previous 13F +1,156 shares

    5.73% of the 13F portfolio, value $9,294,620.

    13F-HR 0002055414-26-000002 filed by Bay Capital Advisors, 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 20,642 shares
    Change vs previous 13F +627 shares

    5.96% of the 13F portfolio, value $9,769,859.

    13F-HR 0002055414-26-000001 filed by Bay Capital Advisors, 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 20,015 shares
    Change vs previous 13F +723 shares

    6.1% of the 13F portfolio, value $9,375,237.

    13F-HR 0002055414-25-000008 filed by Bay Capital Advisors, 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 19,292 shares
    Change vs previous 13F +2,825 shares

    6.24% of the 13F portfolio, value $8,190,901.

    13F-HR 0002055414-25-000005 filed by Bay Capital Advisors, 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 16,467 shares
    Change vs previous 13F +292 shares

    4.95% of the 13F portfolio, value $5,945,990.

    13F-HR 0002055414-25-000003 filed by Bay Capital Advisors, 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 16,175 shares
    Change vs previous 13F not available

    5.23% of the 13F portfolio, value $6,495,657.

    13F-HR 0002055414-25-000001 filed by Bay Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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