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Disclosery

Pointe Capital Management LLC: IWS position timeline

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

Pointe Capital Management LLC held 16,865 IWS 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 16,865 shares
    Change vs previous 13F +1,503 shares

    1.24% of the 13F portfolio, value $2,775,979.

    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 15,362 shares
    Change vs previous 13F +1,035 shares

    1.11% of the 13F portfolio, value $2,238,858.

    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 14,327 shares
    Change vs previous 13F +1,392 shares

    1% of the 13F portfolio, value $2,020,823.

    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 12,935 shares
    Change vs previous 13F +2,539 shares

    0.88% of the 13F portfolio, value $1,806,631.

    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 10,396 shares
    Change vs previous 13F +1,534 shares

    0.71% of the 13F portfolio, value $1,373,727.

    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 8,862 shares
    Change vs previous 13F +696 shares

    0.65% of the 13F portfolio, value $1,116,346.

    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 8,166 shares
    Change vs previous 13F +103 shares

    0.61% of the 13F portfolio, value $1,056,190.

    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 8,063 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,066,332.

    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).