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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

  1. period ended2026-06-30
    13F/A 46,478 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 45,898 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 45,957 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 44,696 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 50,861 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 50,777 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 49,652 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 48,467 shares
    Change 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), ingested

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