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Disclosery

Newport Capital Group, LLC: IWD position timeline

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

Newport Capital Group, LLC held 74,500 IWD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,500 shares
    Change vs previous 13F +3,433 shares

    10.14% of the 13F portfolio, value $18,061,595.

    13F-HR 0001869032-26-000004 filed by Newport Capital 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 71,067 shares
    Change vs previous 13F -129 shares

    9.25% of the 13F portfolio, value $15,184,991.

    13F-HR 0001869032-26-000003 filed by Newport Capital 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/A 71,196 shares
    Change vs previous 13F +477 shares

    9.15% of the 13F portfolio, value $14,974,794.

    13F-HR/A 0001869032-26-000002 filed by Newport Capital 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 70,719 shares
    Change vs previous 13F +563 shares

    9.05% of the 13F portfolio, value $14,398,716.

    13F-HR 0001869032-25-000003 filed by Newport Capital 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 70,156 shares
    Change vs previous 13F +1,612 shares

    9.24% of the 13F portfolio, value $13,628,099.

    13F-HR 0001085146-25-005118 filed by Newport Capital 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 68,544 shares
    Change vs previous 13F +1,120 shares

    9.28% of the 13F portfolio, value $12,897,652.

    13F-HR 0001085146-25-002159 filed by Newport Capital 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 67,424 shares
    Change vs previous 13F +1,483 shares

    9.2% of the 13F portfolio, value $12,486,002.

    13F-HR 0001085146-25-000616 filed by Newport Capital 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 65,941 shares
    Change vs previous 13F not available

    9.22% of the 13F portfolio, value $12,515,606.

    13F-HR 0001085146-24-005506 filed by Newport Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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