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Disclosery

Keel Point, LLC: IWB position timeline

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

Keel Point, LLC held 122,452 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 122,452 shares
    Change vs previous 13F -1,507 shares

    2.96% of the 13F portfolio, value $50,144,029.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 123,959 shares
    Change vs previous 13F +168 shares

    2.96% of the 13F portfolio, value $44,198,991.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 123,791 shares
    Change vs previous 13F -1,102 shares

    2.79% of the 13F portfolio, value $46,228,387.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 124,893 shares
    Change vs previous 13F +642 shares

    2.81% of the 13F portfolio, value $45,645,986.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 124,251 shares
    Change vs previous 13F -474 shares

    2.79% of the 13F portfolio, value $42,191,862.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 124,725 shares
    Change vs previous 13F +2,152 shares

    2.97% of the 13F portfolio, value $38,258,215.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 122,573 shares
    Change vs previous 13F -559 shares

    3.16% of the 13F portfolio, value $39,488,157.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 123,132 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $38,711,480.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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