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Disclosery

Keel Point, LLC: IWD position timeline

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

Keel Point, LLC held 80,834 IWD 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 80,834 shares
    Change vs previous 13F -1,259 shares

    1.16% of the 13F portfolio, value $19,596,610.

    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 82,093 shares
    Change vs previous 13F -8,567 shares

    1.18% of the 13F portfolio, value $17,540,714.

    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 90,660 shares
    Change vs previous 13F +7,309 shares

    1.15% of the 13F portfolio, value $19,069,483.

    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 83,351 shares
    Change vs previous 13F -1,042 shares

    1.04% of the 13F portfolio, value $16,969,364.

    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 84,393 shares
    Change vs previous 13F +495 shares

    1.08% of the 13F portfolio, value $16,391,688.

    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 83,898 shares
    Change vs previous 13F +2,672 shares

    1.23% of the 13F portfolio, value $15,786,336.

    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 81,226 shares
    Change vs previous 13F +1,200 shares

    1.2% of the 13F portfolio, value $15,037,279.

    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 80,026 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $15,188,894.

    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).