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Processus Wealth & Capital Management, LLC: IWY position timeline

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

Processus Wealth & Capital Management, LLC held 30,982 IWY 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 30,982 shares
    Change vs previous 13F -920 shares

    5.33% of the 13F portfolio, value $9,003,989.

    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 31,902 shares
    Change vs previous 13F +140 shares

    5.39% of the 13F portfolio, value $7,938,494.

    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 31,762 shares
    Change vs previous 13F +958 shares

    5.8% of the 13F portfolio, value $8,796,168.

    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 30,804 shares
    Change vs previous 13F -335 shares

    6.04% of the 13F portfolio, value $8,429,515.

    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 31,139 shares
    Change vs previous 13F -1,198 shares

    6.06% of the 13F portfolio, value $7,676,075.

    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 32,337 shares
    Change vs previous 13F +465 shares

    5.81% of the 13F portfolio, value $6,821,167.

    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 31,872 shares
    Change vs previous 13F -239 shares

    5.98% of the 13F portfolio, value $7,498,525.

    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 32,111 shares
    Change vs previous 13F not available

    5.82% of the 13F portfolio, value $7,066,026.

    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).