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Disclosery

Keel Point, LLC: IWR position timeline

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

Keel Point, LLC held 3,889 IWR 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 3,889 shares
    Change vs previous 13F -2,024 shares

    0.03% of the 13F portfolio, value $429,071.

    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 5,913 shares
    Change vs previous 13F +328 shares

    0.04% of the 13F portfolio, value $574,904.

    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 5,585 shares
    Change vs previous 13F +1,141 shares

    0.03% of the 13F portfolio, value $537,668.

    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 4,444 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $429,068.

    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 4,434 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $407,795.

    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).