Processus Wealth & Capital Management, LLC: IWS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Processus Wealth & Capital Management, LLC on IWS, newest first. How the timeline and the estimate are built.
Processus Wealth & Capital Management, LLC held 46,478 IWS shares at 2026-06-30 per its 13F-HR/A filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F/A 46,478 sharesChange vs previous 13F +580 shares
4.53% of the 13F portfolio, value $7,650,251.
13F-HR/A 0001214659-26-008578 filed by Processus Wealth & Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 45,898 sharesChange vs previous 13F -59 shares
4.54% of the 13F portfolio, value $6,689,220.
13F-HR 0001214659-26-005982 filed by Processus Wealth & Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 45,957 sharesChange vs previous 13F +1,261 shares
4.27% of the 13F portfolio, value $6,482,205.
13F-HR 0001214659-26-000243 filed by Processus Wealth & Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 44,696 sharesChange vs previous 13F -6,165 shares
4.48% of the 13F portfolio, value $6,242,624.
13F-HR 0001214659-25-015846 filed by Processus Wealth & Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 50,861 sharesChange vs previous 13F +84 shares
5.31% of the 13F portfolio, value $6,720,714.
13F-HR 0001214659-25-010460 filed by Processus Wealth & Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 50,777 sharesChange vs previous 13F +1,125 shares
5.45% of the 13F portfolio, value $6,396,342.
13F-HR 0001214659-25-006705 filed by Processus Wealth & Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 49,652 sharesChange vs previous 13F +1,185 shares
5.12% of the 13F portfolio, value $6,422,043.
13F-HR 0001214659-25-001895 filed by Processus Wealth & Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 48,467 sharesChange vs previous 13F not available
5.28% of the 13F portfolio, value $6,409,792.
13F-HR 0001214659-24-018265 filed by Processus Wealth & Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).