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Keel Point, LLC: IWY position timeline

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

Keel Point, LLC held 12,493 IWY 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 12,493 shares
    Change vs previous 13F -106 shares

    0.21% of the 13F portfolio, value $3,630,788.

    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 12,599 shares
    Change vs previous 13F +1,343 shares

    0.21% of the 13F portfolio, value $3,135,012.

    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 11,256 shares
    Change vs previous 13F -31 shares

    0.19% of the 13F portfolio, value $3,117,249.

    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 11,287 shares
    Change vs previous 13F -36 shares

    0.19% of the 13F portfolio, value $3,088,684.

    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 11,323 shares
    Change vs previous 13F -1,622 shares

    0.18% of the 13F portfolio, value $2,791,219.

    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 12,945 shares
    Change vs previous 13F +1,807 shares

    0.21% of the 13F portfolio, value $2,730,525.

    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 11,138 shares
    Change vs previous 13F +24 shares

    0.21% of the 13F portfolio, value $2,620,453.

    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 11,114 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,445,578.

    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).