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Disclosery

Newport Capital Group, LLC: IWR position timeline

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

Newport Capital Group, LLC held 17,565 IWR 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 17,565 shares
    Change vs previous 13F -133 shares

    1.09% of the 13F portfolio, value $1,938,037.

    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 17,698 shares
    Change vs previous 13F -72 shares

    1.05% of the 13F portfolio, value $1,721,035.

    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 17,770 shares
    Change vs previous 13F +13 shares

    1.05% of the 13F portfolio, value $1,710,914.

    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 17,757 shares
    Change vs previous 13F -334 shares

    1.08% of the 13F portfolio, value $1,714,704.

    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 18,091 shares
    Change vs previous 13F +15 shares

    1.13% of the 13F portfolio, value $1,664,024.

    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 18,076 shares
    Change vs previous 13F +10 shares

    1.11% of the 13F portfolio, value $1,537,936.

    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 18,066 shares
    Change vs previous 13F -164 shares

    1.18% of the 13F portfolio, value $1,597,249.

    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 18,230 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,606,794.

    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).