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Next Capital Management LLC: IWB position timeline

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

Next Capital Management LLC held 11,954 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,954 shares
    Change vs previous 13F +2 shares

    1.32% of the 13F portfolio, value $4,895,256.

    13F-HR 0001437749-26-025432 filed by Next Capital Management 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 11,952 shares
    Change vs previous 13F +4 shares

    1.29% of the 13F portfolio, value $4,261,431.

    13F-HR 0001437749-26-015365 filed by Next Capital Management 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 11,948 shares
    Change vs previous 13F +31 shares

    1.43% of the 13F portfolio, value $4,461,987.

    13F-HR 0001437749-26-003766 filed by Next Capital Management 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 11,917 shares
    Change vs previous 13F -817 shares

    1.45% of the 13F portfolio, value $4,355,599.

    13F-HR 0001437749-25-033205 filed by Next Capital Management 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 12,734 shares
    Change vs previous 13F +6,889 shares

    1.6% of the 13F portfolio, value $4,324,095.

    13F-HR 0001437749-25-024802 filed by Next Capital Management 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 5,845 shares
    Change vs previous 13F -7,213 shares

    0.86% of the 13F portfolio, value $1,792,948.

    13F-HR 0001437749-25-014677 filed by Next Capital Management 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 13,058 shares
    Change vs previous 13F +109 shares

    1.73% of the 13F portfolio, value $4,206,782.

    13F-HR 0001437749-25-003355 filed by Next Capital Management 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 12,949 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $4,071,036.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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