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Disclosery

Blue Oak Capital, LLC: IWR position timeline

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

Blue Oak Capital, LLC held 9,974 IWR shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 9,974 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $917,309.

    13F-HR 0001307125-25-000008 filed by Blue Oak 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 ended2025-03-31
    13F 9,974 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $848,488.

    13F-HR 0001307125-25-000006 filed by Blue Oak 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 ended2024-12-31
    13F 9,974 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $881,702.

    13F-HR 0001307125-25-000005 filed by Blue Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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