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SAXON INTERESTS, INC.: IWF position timeline

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

SAXON INTERESTS, INC. held 69,965 IWF 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 69,965 shares
    Change vs previous 13F +53,340 shares

    2.4% of the 13F portfolio, value $8,687,562.

    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 16,625 shares
    Change vs previous 13F -3,605 shares

    2.45% of the 13F portfolio, value $7,088,991.

    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 20,230 shares
    Change vs previous 13F -3,202 shares

    3.39% of the 13F portfolio, value $9,574,948.

    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 23,432 shares
    Change vs previous 13F +10,797 shares

    4.08% of the 13F portfolio, value $10,441,051.

    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 12,635 shares
    Change vs previous 13F 0 shares

    2.13% of the 13F portfolio, value $4,562,322.

    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 12,635 shares
    Change vs previous 13F -4,453 shares

    2.13% of the 13F portfolio, value $4,562,322.

    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 17,088 shares
    Change vs previous 13F -137 shares

    3.02% of the 13F portfolio, value $6,862,388.

    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 17,225 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $6,465,926.

    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).