Skip to content
Disclosery

Pointe Capital Management LLC: IWF position timeline

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

Pointe Capital Management LLC held 162,841 IWF 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 162,841 shares
    Change vs previous 13F +123,670 shares

    9.05% of the 13F portfolio, value $20,219,978.

    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 39,171 shares
    Change vs previous 13F +527 shares

    8.27% of the 13F portfolio, value $16,702,668.

    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 38,644 shares
    Change vs previous 13F +1,156 shares

    9.07% of the 13F portfolio, value $18,290,347.

    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 37,488 shares
    Change vs previous 13F +1,769 shares

    8.58% of the 13F portfolio, value $17,559,628.

    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 35,719 shares
    Change vs previous 13F +1,304 shares

    7.87% of the 13F portfolio, value $15,165,824.

    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 34,415 shares
    Change vs previous 13F +1,720 shares

    7.27% of the 13F portfolio, value $12,427,074.

    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 32,695 shares
    Change vs previous 13F +589 shares

    7.54% of the 13F portfolio, value $13,129,773.

    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 32,106 shares
    Change vs previous 13F not available

    7.03% of the 13F portfolio, value $12,052,001.

    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).