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Disclosery

Ground Swell Capital, LLC: IWD position timeline

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

Ground Swell Capital, LLC held 3,419 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,419 shares
    Change vs previous 13F +3,419 shares

    0.9% of the 13F portfolio, value $828,868.

    13F-HR 0001420506-26-001413 filed by Ground Swell Capital, 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 0 shares
    Change vs previous 13F -1,411 shares

    13F-HR 0001420506-26-000688 filed by Ground Swell Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 1,411 shares
    Change vs previous 13F -1,514 shares

    0.61% of the 13F portfolio, value $296,790.

    13F-HR 0001420506-26-000162 filed by Ground Swell Capital, 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 2,925 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $595,501.

    13F-HR 0001420506-25-003036 filed by Ground Swell Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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