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Disclosery

McAdam, LLC: IWR position timeline

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

McAdam, LLC held 2,256 IWR 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 2,256 shares
    Change vs previous 13F -26 shares

    0.01% of the 13F portfolio, value $248,882.

    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 2,282 shares
    Change vs previous 13F +156 shares

    0.01% of the 13F portfolio, value $221,879.

    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 2,126 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $204,670.

    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 2,081 shares
    Change vs previous 13F +2,081 shares

    0.01% of the 13F portfolio, value $200,921.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,664 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 2,664 shares
    Change vs previous 13F +279 shares

    0.01% of the 13F portfolio, value $235,498.

    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).

  7. period ended2024-09-30
    13F 2,385 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,214.

    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).