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Fort Point Capital Partners LLC: IWB position timeline

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

Fort Point Capital Partners LLC held 22,746 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,746 shares
    Change vs previous 13F -25 shares

    0.99% of the 13F portfolio, value $9,314,462.

    13F-HR 0001589282-26-000006 filed by Fort Point Capital Partners 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 22,771 shares
    Change vs previous 13F -1,132 shares

    1.06% of the 13F portfolio, value $8,119,206.

    13F-HR 0001589282-26-000004 filed by Fort Point Capital Partners 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 23,903 shares
    Change vs previous 13F +849 shares

    1.1% of the 13F portfolio, value $9,075,706.

    13F-HR 0001589282-26-000002 filed by Fort Point Capital Partners 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 23,054 shares
    Change vs previous 13F -555 shares

    1.07% of the 13F portfolio, value $8,425,796.

    13F-HR 0001589282-25-000005 filed by Fort Point Capital Partners 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 23,609 shares
    Change vs previous 13F -608 shares

    0.8% of the 13F portfolio, value $8,016,927.

    13F-HR 0001879202-25-000030 filed by Fort Point Capital Partners 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 24,217 shares
    Change vs previous 13F -981 shares

    0.83% of the 13F portfolio, value $7,428,339.

    13F-HR 0001879202-25-000016 filed by Fort Point Capital Partners 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 25,198 shares
    Change vs previous 13F -44 shares

    0.91% of the 13F portfolio, value $8,117,805.

    13F-HR 0001879202-25-000002 filed by Fort Point Capital Partners LLC
    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 25,242 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $7,935,850.

    13F-HR 0001879202-24-000058 filed by Fort Point Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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