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Disclosery

HMS Capital Management, LLC: IWD position timeline

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

HMS Capital Management, LLC held 20,600 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,600 shares
    Change vs previous 13F +591 shares

    1.87% of the 13F portfolio, value $4,994,023.

    13F-HR 0001689470-26-000003 filed by HMS Capital Management, 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 20,009 shares
    Change vs previous 13F +9,017 shares

    1.65% of the 13F portfolio, value $4,275,346.

    13F-HR 0001689470-26-000002 filed by HMS Capital Management, 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 10,992 shares
    Change vs previous 13F +220 shares

    0.96% of the 13F portfolio, value $2,312,094.

    13F-HR 0001689470-26-000001 filed by HMS Capital Management, 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 10,772 shares
    Change vs previous 13F -1 shares

    0.92% of the 13F portfolio, value $2,193,163.

    13F-HR 0001689470-25-000003 filed by HMS Capital Management, 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 10,773 shares
    Change vs previous 13F -12,477 shares

    0.94% of the 13F portfolio, value $2,092,519.

    13F-HR 0001667731-25-000744 filed by HMS Capital Management, 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 23,250 shares
    Change vs previous 13F -14,421 shares

    2.18% of the 13F portfolio, value $3,933,279.

    13F-HR 0001667731-25-000636 filed by HMS Capital Management, 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 37,671 shares
    Change vs previous 13F -1,128 shares

    3.37% of the 13F portfolio, value $6,974,004.

    13F-HR 0001667731-25-000168 filed by HMS Capital Management, 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 38,799 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $7,364,094.

    13F-HR 0001689470-24-000004 filed by HMS Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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