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SAXON INTERESTS, INC.: IWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SAXON INTERESTS, INC. on IWD, newest first. How the timeline and the estimate are built.

SAXON INTERESTS, INC. held 13,784 IWD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,784 shares
    Change vs previous 13F +965 shares

    0.92% of the 13F portfolio, value $3,341,624.

    13F-HR 0001951757-26-001233 filed by SAXON INTERESTS, INC.
    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 12,819 shares
    Change vs previous 13F -1,489 shares

    0.95% of the 13F portfolio, value $2,738,941.

    13F-HR 0001951757-26-000756 filed by SAXON INTERESTS, INC.
    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 14,308 shares
    Change vs previous 13F +2,779 shares

    1.06% of the 13F portfolio, value $3,009,601.

    13F-HR 0001951757-26-000443 filed by SAXON INTERESTS, INC.
    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 11,529 shares
    Change vs previous 13F -13,793 shares

    0.91% of the 13F portfolio, value $2,324,528.

    13F-HR 0001951757-25-001229 filed by SAXON INTERESTS, INC.
    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 25,322 shares
    Change vs previous 13F 0 shares

    2.23% of the 13F portfolio, value $4,764,594.

    13F-HR 0001951757-25-000886 filed by SAXON INTERESTS, INC.
    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 25,322 shares
    Change vs previous 13F +6,571 shares

    2.23% of the 13F portfolio, value $4,764,594.

    13F-HR 0001951757-25-000461 filed by SAXON INTERESTS, INC.
    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 18,751 shares
    Change vs previous 13F +5,720 shares

    1.53% of the 13F portfolio, value $3,471,354.

    13F-HR 0001951757-25-000039 filed by SAXON INTERESTS, INC.
    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 13,031 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,473,270.

    13F-HR 0001951757-24-000995 filed by SAXON INTERESTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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