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Disclosery

Pointe Capital Management LLC: IWP position timeline

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

Pointe Capital Management LLC held 22,524 IWP 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 22,524 shares
    Change vs previous 13F +1,232 shares

    1.48% of the 13F portfolio, value $3,297,739.

    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 21,292 shares
    Change vs previous 13F +1,258 shares

    1.35% of the 13F portfolio, value $2,727,931.

    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 20,034 shares
    Change vs previous 13F +1,496 shares

    1.36% of the 13F portfolio, value $2,743,456.

    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 18,538 shares
    Change vs previous 13F +2,146 shares

    1.29% of the 13F portfolio, value $2,639,997.

    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 16,392 shares
    Change vs previous 13F +1,472 shares

    1.18% of the 13F portfolio, value $2,273,242.

    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 14,920 shares
    Change vs previous 13F +747 shares

    1.03% of the 13F portfolio, value $1,752,951.

    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 14,173 shares
    Change vs previous 13F +108 shares

    1.03% of the 13F portfolio, value $1,796,427.

    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 14,065 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,649,684.

    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).