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Family Capital Management, Inc.: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Family Capital Management, Inc. on IWY, newest first. How the timeline and the estimate are built.

Family Capital Management, Inc. held 64,584 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,584 shares
    Change vs previous 13F +591 shares

    7.28% of the 13F portfolio, value $18,769,356.

    13F-HR 0001964344-26-000004 filed by Family Capital Management, Inc.
    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 63,993 shares
    Change vs previous 13F -961 shares

    7.08% of the 13F portfolio, value $15,924,048.

    13F-HR 0001964344-26-000002 filed by Family Capital Management, Inc.
    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 64,954 shares
    Change vs previous 13F +1,439 shares

    7.99% of the 13F portfolio, value $17,988,252.

    13F-HR 0001964344-26-000001 filed by Family Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 63,515 shares
    Change vs previous 13F +371 shares

    8.3% of the 13F portfolio, value $17,380,875.

    13F-HR 0001964344-25-000002 filed by Family Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 63,144 shares
    Change vs previous 13F +1,960 shares

    8.16% of the 13F portfolio, value $15,565,622.

    13F-HR 0001085146-25-004323 filed by Family Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 61,184 shares
    Change vs previous 13F +1,324 shares

    7.96% of the 13F portfolio, value $12,906,114.

    13F-HR 0001085146-25-002475 filed by Family Capital Management, Inc.
    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 59,860 shares
    Change vs previous 13F -360 shares

    8.5% of the 13F portfolio, value $14,083,302.

    13F-HR 0001085146-25-000619 filed by Family Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 60,220 shares
    Change vs previous 13F not available

    8.54% of the 13F portfolio, value $13,251,319.

    13F-HR 0001085146-24-005559 filed by Family Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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