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Disclosery

Keel Point, LLC: IWF position timeline

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

Keel Point, LLC held 165,049 IWF 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 165,049 shares
    Change vs previous 13F +122,149 shares

    1.21% of the 13F portfolio, value $20,494,086.

    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 42,900 shares
    Change vs previous 13F +836 shares

    1.23% of the 13F portfolio, value $18,292,488.

    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 42,064 shares
    Change vs previous 13F +302 shares

    1.2% of the 13F portfolio, value $19,909,119.

    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 41,762 shares
    Change vs previous 13F +933 shares

    1.2% of the 13F portfolio, value $19,561,864.

    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 40,829 shares
    Change vs previous 13F -57 shares

    1.15% of the 13F portfolio, value $17,335,252.

    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 40,886 shares
    Change vs previous 13F -950 shares

    1.15% of the 13F portfolio, value $14,763,705.

    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 41,836 shares
    Change vs previous 13F -589 shares

    1.35% of the 13F portfolio, value $16,800,525.

    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 42,425 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $15,925,620.

    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).