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Disclosery

LPWM LLC: IWS position timeline

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

LPWM LLC held 216,410 IWS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216,410 shares
    Change vs previous 13F -10,281 shares

    7.9% of the 13F portfolio, value $35,621,013.

    13F-HR 0001951757-26-001044 filed by LPWM 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 226,691 shares
    Change vs previous 13F -4,870 shares

    8.34% of the 13F portfolio, value $33,037,978.

    13F-HR 0001951757-26-000557 filed by LPWM 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 231,561 shares
    Change vs previous 13F +6,253 shares

    8.24% of the 13F portfolio, value $32,661,698.

    13F-HR 0001951757-26-000010 filed by LPWM 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 225,308 shares
    Change vs previous 13F +3,640 shares

    8.4% of the 13F portfolio, value $31,468,701.

    13F-HR 0001951757-25-001174 filed by LPWM 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 221,668 shares
    Change vs previous 13F +9,694 shares

    8.54% of the 13F portfolio, value $29,291,239.

    13F-HR 0001951757-25-000587 filed by LPWM 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 211,974 shares
    Change vs previous 13F +9,275 shares

    8.6% of the 13F portfolio, value $26,702,305.

    13F-HR 0001951757-25-000345 filed by LPWM 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 202,699 shares
    Change vs previous 13F -1,609 shares

    8.42% of the 13F portfolio, value $26,217,062.

    13F-HR 0001951757-25-000018 filed by LPWM 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 204,308 shares
    Change vs previous 13F not available

    8.73% of the 13F portfolio, value $26,664,185.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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