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
- period ended2026-06-3013F 64,584 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 63,993 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 64,954 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 63,515 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 63,144 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 61,184 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 59,860 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 60,220 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).