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Owen LaRue, LLC: IWMI position timeline

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

Owen LaRue, LLC held 81,072 IWMI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,072 shares
    Change vs previous 13F +55,237 shares

    1.51% of the 13F portfolio, value $4,338,974.

    13F-HR 0001965328-26-000008 filed by Owen LaRue, 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 25,835 shares
    Change vs previous 13F +19,695 shares

    0.47% of the 13F portfolio, value $1,224,579.

    13F-HR 0001965328-26-000002 filed by Owen LaRue, 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 6,140 shares
    Change vs previous 13F +1,431 shares

    0.11% of the 13F portfolio, value $298,895.

    13F-HR 0001965328-26-000001 filed by Owen LaRue, 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 4,709 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $228,740.

    13F-HR 0001965328-25-000004 filed by Owen LaRue, LLC
    Filed (acceptance time not in the bulk data set), ingested

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