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Camelot Portfolios, LLC: IWS position timeline

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

Camelot Portfolios, LLC held 5,708 IWS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,708 shares
    Change vs previous 13F -5,871 shares

    0.67% of the 13F portfolio, value $939,575.

    13F-HR 0001104659-26-084471 filed by Camelot Portfolios, 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 11,579 shares
    Change vs previous 13F -41 shares

    1.27% of the 13F portfolio, value $1,687,555.

    13F-HR 0001104659-26-057631 filed by Camelot Portfolios, 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 11,620 shares
    Change vs previous 13F +11,620 shares

    1.02% of the 13F portfolio, value $1,639,049.

    13F-HR 0001104659-26-007824 filed by Camelot Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001104659-24-116562 filed by Camelot Portfolios, 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.