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Disclosery

HMS Capital Management, LLC: IWF position timeline

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

HMS Capital Management, LLC held 17,484 IWF 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 17,484 shares
    Change vs previous 13F +13,113 shares

    0.81% of the 13F portfolio, value $2,170,988.

    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 4,371 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,863,794.

    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 4,371 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $2,068,794.

    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 4,371 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $2,047,420.

    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 4,371 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $1,855,839.

    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 4,371 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,425,077.

    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 4,371 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $1,755,306.

    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 4,371 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,640,786.

    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).