NovaPoint Capital, LLC: IWB position timeline

NovaPoint Capital, LLC held 967 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 967 shares

   Change vs previous 13F +967 shares

   0.08% of the 13F portfolio, value $396,043.

   13F-HR 0001815025-26-000003 filed by NovaPoint Capital, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -967 shares

   13F-HR 0001815025-26-000001 filed by NovaPoint Capital, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-09-30

   13F 967 shares

   Change vs previous 13F +967 shares

   0.09% of the 13F portfolio, value $353,469.

   13F-HR 0001815025-25-000006 filed by NovaPoint Capital, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -675 shares

   13F-HR 0001815025-25-000004 filed by NovaPoint Capital, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 675 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $207,092.

   13F-HR 0001815025-25-000003 filed by NovaPoint Capital, LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 675 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $217,502.

   13F-HR 0001815025-25-000001 filed by NovaPoint Capital, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 675 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $212,256.

   13F-HR 0001815025-24-000005 filed by NovaPoint Capital, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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