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Next Capital Management LLC: IWD position timeline

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

Next Capital Management LLC held 27,975 IWD 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 27,975 shares
    Change vs previous 13F -90 shares

    1.83% of the 13F portfolio, value $6,781,946.

    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 28,065 shares
    Change vs previous 13F +2,386 shares

    1.82% of the 13F portfolio, value $5,996,732.

    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 25,679 shares
    Change vs previous 13F +1,785 shares

    1.73% of the 13F portfolio, value $5,401,312.

    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 23,894 shares
    Change vs previous 13F +2,599 shares

    1.62% of the 13F portfolio, value $4,864,674.

    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 21,295 shares
    Change vs previous 13F +716 shares

    1.53% of the 13F portfolio, value $4,136,046.

    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 20,579 shares
    Change vs previous 13F +474 shares

    1.86% of the 13F portfolio, value $3,872,138.

    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 20,105 shares
    Change vs previous 13F +1,143 shares

    1.53% of the 13F portfolio, value $3,722,062.

    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 18,962 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $3,598,894.

    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).