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DSG Capital Advisors, LLC: IWF position timeline

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

DSG Capital Advisors, LLC held 44,476 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,476 shares
    Change vs previous 13F +33,357 shares

    0.78% of the 13F portfolio, value $5,480,777.

    13F-HR 0001951757-26-001102 filed by DSG 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 11,119 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $4,741,142.

    13F-HR 0001951757-26-000735 filed by DSG 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 11,119 shares
    Change vs previous 13F +9,375 shares

    0.8% of the 13F portfolio, value $5,233,380.

    13F-HR 0001951757-26-000318 filed by DSG 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 1,744 shares
    Change vs previous 13F -9,396 shares

    0.13% of the 13F portfolio, value $816,907.

    13F-HR 0001951757-25-001258 filed by DSG 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 11,140 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $4,729,821.

    13F-HR 0001951757-25-000841 filed by DSG 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 11,140 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $4,022,543.

    13F-HR 0001951757-25-000457 filed by DSG 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 11,140 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $4,473,601.

    13F-HR 0001951757-25-000282 filed by DSG Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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