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Disclosery

McAdam, LLC: IWP position timeline

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

McAdam, LLC held 35,997 IWP 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 35,997 shares
    Change vs previous 13F -12,498 shares

    0.2% of the 13F portfolio, value $5,270,321.

    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 48,495 shares
    Change vs previous 13F +2,670 shares

    0.28% of the 13F portfolio, value $6,213,180.

    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 45,825 shares
    Change vs previous 13F +1,017 shares

    0.29% of the 13F portfolio, value $6,275,276.

    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 44,808 shares
    Change vs previous 13F -1,593 shares

    0.31% of the 13F portfolio, value $6,381,108.

    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 46,401 shares
    Change vs previous 13F +2,285 shares

    0.35% of the 13F portfolio, value $6,434,891.

    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 44,116 shares
    Change vs previous 13F -8,078 shares

    0.32% of the 13F portfolio, value $5,183,189.

    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 52,194 shares
    Change vs previous 13F -1,728 shares

    0.36% of the 13F portfolio, value $6,615,614.

    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 53,922 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $6,324,533.

    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).