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Next Capital Management LLC: IWF position timeline

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

Next Capital Management LLC held 84,480 IWF 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 84,480 shares
    Change vs previous 13F +63,094 shares

    2.83% of the 13F portfolio, value $10,489,937.

    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 21,386 shares
    Change vs previous 13F -85 shares

    2.76% of the 13F portfolio, value $9,119,047.

    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 21,471 shares
    Change vs previous 13F +2,246 shares

    3.25% of the 13F portfolio, value $10,162,042.

    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 19,225 shares
    Change vs previous 13F +1,058 shares

    3.01% of the 13F portfolio, value $9,005,381.

    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 18,167 shares
    Change vs previous 13F -185 shares

    2.85% of the 13F portfolio, value $7,713,503.

    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 18,352 shares
    Change vs previous 13F +707 shares

    3.18% of the 13F portfolio, value $6,626,817.

    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 17,645 shares
    Change vs previous 13F +421 shares

    2.91% of the 13F portfolio, value $7,085,879.

    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 17,224 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $6,465,545.

    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).