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Disclosery

NovaPoint Capital, LLC: IWF position timeline

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

NovaPoint Capital, LLC held 82,960 IWF 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 82,960 shares
    Change vs previous 13F +60,774 shares

    2.14% of the 13F portfolio, value $10,301,183.

    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 22,186 shares
    Change vs previous 13F -398 shares

    2.37% of the 13F portfolio, value $9,460,246.

    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 22,584 shares
    Change vs previous 13F -1,663 shares

    2.75% of the 13F portfolio, value $10,689,157.

    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 24,247 shares
    Change vs previous 13F +8,960 shares

    2.78% of the 13F portfolio, value $11,357,686.

    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 15,287 shares
    Change vs previous 13F +223 shares

    1.99% of the 13F portfolio, value $6,490,689.

    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).

  6. period ended2025-03-31
    13F 15,064 shares
    Change vs previous 13F +168 shares

    1.68% of the 13F portfolio, value $5,439,574.

    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 14,896 shares
    Change vs previous 13F +4,148 shares

    1.83% of the 13F portfolio, value $5,982,063.

    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 10,748 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,034,703.

    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).