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Processus Wealth & Capital Management, LLC: IWP position timeline

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

Processus Wealth & Capital Management, LLC held 35,981 IWP shares at 2026-06-30 per its 13F-HR/A filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 35,981 shares
    Change vs previous 13F +1,114 shares

    3.12% of the 13F portfolio, value $5,267,965.

    13F-HR/A 0001214659-26-008578 filed by Processus Wealth & 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 34,867 shares
    Change vs previous 13F +1,180 shares

    3.03% of the 13F portfolio, value $4,467,124.

    13F-HR 0001214659-26-005982 filed by Processus Wealth & 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 33,687 shares
    Change vs previous 13F +2,227 shares

    3.04% of the 13F portfolio, value $4,613,049.

    13F-HR 0001214659-26-000243 filed by Processus Wealth & 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 31,460 shares
    Change vs previous 13F +6,291 shares

    3.21% of the 13F portfolio, value $4,480,283.

    13F-HR 0001214659-25-015846 filed by Processus Wealth & 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 25,169 shares
    Change vs previous 13F -227 shares

    2.76% of the 13F portfolio, value $3,490,480.

    13F-HR 0001214659-25-010460 filed by Processus Wealth & 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 25,396 shares
    Change vs previous 13F +517 shares

    2.54% of the 13F portfolio, value $2,983,792.

    13F-HR 0001214659-25-006705 filed by Processus Wealth & 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 24,879 shares
    Change vs previous 13F -573 shares

    2.51% of the 13F portfolio, value $3,153,413.

    13F-HR 0001214659-25-001895 filed by Processus Wealth & 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 25,452 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $2,985,246.

    13F-HR 0001214659-24-018265 filed by Processus Wealth & Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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