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CAMELOT TECHNOLOGY ADVISORS, INC.: IWC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAMELOT TECHNOLOGY ADVISORS, INC. on IWC, newest first. How the timeline and the estimate are built.

CAMELOT TECHNOLOGY ADVISORS, INC. held 19,673 IWC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,673 shares
    Change vs previous 13F +779 shares

    2.46% of the 13F portfolio, value $3,635,517.

    13F-HR 0001085146-26-000853 filed by CAMELOT TECHNOLOGY ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,894 shares
    Change vs previous 13F +124 shares

    2.58% of the 13F portfolio, value $3,779,465.

    13F-HR 0002021818-26-000003 filed by CAMELOT TECHNOLOGY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,770 shares
    Change vs previous 13F +62 shares

    2.2% of the 13F portfolio, value $2,995,906.

    13F-HR 0002021818-26-000002 filed by CAMELOT TECHNOLOGY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,708 shares
    Change vs previous 13F +1,079 shares

    2.22% of the 13F portfolio, value $2,950,199.

    13F-HR 0002021818-26-000001 filed by CAMELOT TECHNOLOGY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,629 shares
    Change vs previous 13F -3,835 shares

    2.11% of the 13F portfolio, value $2,628,379.

    13F-HR 0002021818-25-000004 filed by CAMELOT TECHNOLOGY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 21,464 shares
    Change vs previous 13F -1,524 shares

    2.37% of the 13F portfolio, value $2,740,055.

    13F-HR 0001085146-25-003683 filed by CAMELOT TECHNOLOGY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,988 shares
    Change vs previous 13F -840 shares

    2.36% of the 13F portfolio, value $2,549,546.

    13F-HR 0001085146-25-002081 filed by CAMELOT TECHNOLOGY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,828 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $3,106,722.

    13F-HR 0001085146-25-000303 filed by CAMELOT TECHNOLOGY ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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