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McAdam, LLC: IWS position timeline

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

McAdam, LLC held 33,846 IWS 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 33,846 shares
    Change vs previous 13F -9,258 shares

    0.22% of the 13F portfolio, value $5,571,015.

    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 43,104 shares
    Change vs previous 13F -3,162 shares

    0.28% of the 13F portfolio, value $6,281,939.

    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 46,266 shares
    Change vs previous 13F -1,204 shares

    0.3% of the 13F portfolio, value $6,525,770.

    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 47,470 shares
    Change vs previous 13F -1,647 shares

    0.33% of the 13F portfolio, value $6,630,067.

    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 49,117 shares
    Change vs previous 13F +12,233 shares

    0.36% of the 13F portfolio, value $6,490,376.

    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 36,884 shares
    Change vs previous 13F -16,321 shares

    0.29% of the 13F portfolio, value $4,646,320.

    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 53,205 shares
    Change vs previous 13F +1,618 shares

    0.38% of the 13F portfolio, value $6,881,568.

    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 51,587 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $6,822,402.

    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).