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Disclosery

NovaPoint Capital, LLC: IWD position timeline

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

NovaPoint Capital, LLC held 9,417 IWD 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 9,417 shares
    Change vs previous 13F -781 shares

    0.47% of the 13F portfolio, value $2,282,955.

    13F-HR 0001815025-26-000003 filed by NovaPoint Capital, 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 10,198 shares
    Change vs previous 13F -195 shares

    0.55% of the 13F portfolio, value $2,178,999.

    13F-HR 0001815025-26-000002 filed by NovaPoint Capital, 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 10,393 shares
    Change vs previous 13F +8,465 shares

    0.56% of the 13F portfolio, value $2,186,056.

    13F-HR 0001815025-26-000001 filed by NovaPoint Capital, 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 1,928 shares
    Change vs previous 13F +1,928 shares

    0.1% of the 13F portfolio, value $392,514.

    13F-HR 0001815025-25-000006 filed by NovaPoint Capital, 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 0 shares
    Change vs previous 13F -1,928 shares

    13F-HR 0001815025-25-000004 filed by NovaPoint Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  6. period ended2025-03-31
    13F 1,928 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $362,766.

    13F-HR 0001815025-25-000003 filed by NovaPoint Capital, 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 1,928 shares
    Change vs previous 13F +106 shares

    0.11% of the 13F portfolio, value $356,924.

    13F-HR 0001815025-25-000001 filed by NovaPoint Capital, 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 1,822 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $345,809.

    13F-HR 0001815025-24-000005 filed by NovaPoint Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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