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Mainsail Financial Group, LLC: IWP position timeline

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

Mainsail Financial Group, LLC held 61,533 IWP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,533 shares
    Change vs previous 13F +8,425 shares

    3.06% of the 13F portfolio, value $9,009,019.

    13F-HR 0001961290-26-000003 filed by Mainsail Financial Group, 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 53,108 shares
    Change vs previous 13F +2,692 shares

    2.83% of the 13F portfolio, value $6,804,134.

    13F-HR 0001961290-26-000002 filed by Mainsail Financial Group, 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 50,416 shares
    Change vs previous 13F +1,166 shares

    2.87% of the 13F portfolio, value $6,903,978.

    13F-HR 0001961290-26-000001 filed by Mainsail Financial Group, 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 49,250 shares
    Change vs previous 13F +1,075 shares

    3.02% of the 13F portfolio, value $7,013,730.

    13F-HR 0001961290-25-000005 filed by Mainsail Financial Group, 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 48,175 shares
    Change vs previous 13F -2,203 shares

    3.09% of the 13F portfolio, value $6,629,296.

    13F-HR 0001085146-25-003952 filed by Mainsail Financial Group, 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 50,378 shares
    Change vs previous 13F +2,004 shares

    3.35% of the 13F portfolio, value $5,918,950.

    13F-HR 0001085146-25-002107 filed by Mainsail Financial Group, 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 48,374 shares
    Change vs previous 13F +714 shares

    3.55% of the 13F portfolio, value $6,131,364.

    13F-HR 0001085146-25-000534 filed by Mainsail Financial Group, 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 47,660 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $5,695,419.

    13F-HR 0001085146-24-005059 filed by Mainsail Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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