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Disclosery

Pointe Capital Management LLC: IWD position timeline

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

Pointe Capital Management LLC held 34,534 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,534 shares
    Change vs previous 13F +2,238 shares

    3.75% of the 13F portfolio, value $8,372,078.

    13F-HR 0001640335-26-000004 filed by Pointe 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 32,296 shares
    Change vs previous 13F +2,203 shares

    3.42% of the 13F portfolio, value $6,900,686.

    13F-HR 0001640335-26-000003 filed by Pointe 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 30,093 shares
    Change vs previous 13F +1,940 shares

    3.14% of the 13F portfolio, value $6,329,762.

    13F-HR 0001640335-26-000001 filed by Pointe 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 28,153 shares
    Change vs previous 13F +3,351 shares

    2.8% of the 13F portfolio, value $5,731,682.

    13F-HR 0001640335-25-000006 filed by Pointe 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 24,802 shares
    Change vs previous 13F +2,235 shares

    2.5% of the 13F portfolio, value $4,817,343.

    13F-HR 0001640335-25-000005 filed by Pointe 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 22,567 shares
    Change vs previous 13F +3,689 shares

    2.48% of the 13F portfolio, value $4,246,304.

    13F-HR 0001640335-25-000002 filed by Pointe 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/A 18,878 shares
    Change vs previous 13F +320 shares

    2.01% of the 13F portfolio, value $3,495,058.

    13F-HR/A 0001640335-25-000001 filed by Pointe 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 18,558 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $3,522,366.

    13F-HR 0001639695-24-000005 filed by Pointe Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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