Skip to content
Disclosery

Newport Capital Group, LLC: IWF position timeline

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

Newport Capital Group, LLC held 153,722 IWF 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 153,722 shares
    Change vs previous 13F +117,775 shares

    10.72% of the 13F portfolio, value $19,089,952.

    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 35,947 shares
    Change vs previous 13F -641 shares

    9.35% of the 13F portfolio, value $15,335,675.

    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 36,588 shares
    Change vs previous 13F -410 shares

    10.59% of the 13F portfolio, value $17,325,159.

    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 36,998 shares
    Change vs previous 13F -95 shares

    10.9% of the 13F portfolio, value $17,338,137.

    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 37,093 shares
    Change vs previous 13F +800 shares

    10.68% of the 13F portfolio, value $15,756,504.

    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 36,293 shares
    Change vs previous 13F -30 shares

    9.44% of the 13F portfolio, value $13,111,284.

    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 36,323 shares
    Change vs previous 13F +404 shares

    10.75% of the 13F portfolio, value $14,590,275.

    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 35,919 shares
    Change vs previous 13F not available

    9.93% of the 13F portfolio, value $13,483,271.

    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).