Skip to content
Disclosery

McAdam, LLC: IWO position timeline

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

McAdam, LLC held 3,688 IWO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,688 shares
    Change vs previous 13F -1,961 shares

    0.06% of the 13F portfolio, value $1,452,933.

    13F-HR 0001580642-26-004862 filed by McAdam, 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 5,649 shares
    Change vs previous 13F -153 shares

    0.08% of the 13F portfolio, value $1,772,633.

    13F-HR 0001580642-26-003102 filed by McAdam, 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 5,802 shares
    Change vs previous 13F -335 shares

    0.09% of the 13F portfolio, value $1,874,000.

    13F-HR 0001580642-26-001071 filed by McAdam, 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 6,137 shares
    Change vs previous 13F -1,426 shares

    0.1% of the 13F portfolio, value $1,964,136.

    13F-HR 0001580642-25-006815 filed by McAdam, 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 7,563 shares
    Change vs previous 13F +755 shares

    0.12% of the 13F portfolio, value $2,161,928.

    13F-HR 0001580642-25-004274 filed by McAdam, 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 6,808 shares
    Change vs previous 13F -340 shares

    0.11% of the 13F portfolio, value $1,739,552.

    13F-HR 0001580642-25-003207 filed by McAdam, 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 7,148 shares
    Change vs previous 13F +26 shares

    0.11% of the 13F portfolio, value $2,057,419.

    13F-HR 0001580642-25-000421 filed by McAdam, 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 7,122 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,022,773.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

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