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SAXON INTERESTS, INC.: IWR position timeline

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

SAXON INTERESTS, INC. held 22,465 IWR 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 22,465 shares
    Change vs previous 13F -884 shares

    0.68% of the 13F portfolio, value $2,478,290.

    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 23,349 shares
    Change vs previous 13F +3,633 shares

    0.78% of the 13F portfolio, value $2,270,240.

    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 19,716 shares
    Change vs previous 13F -80 shares

    0.67% of the 13F portfolio, value $1,898,047.

    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 19,796 shares
    Change vs previous 13F -19,578 shares

    0.74% of the 13F portfolio, value $1,901,556.

    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 39,374 shares
    Change vs previous 13F 0 shares

    1.57% of the 13F portfolio, value $3,349,569.

    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 39,374 shares
    Change vs previous 13F -1,717 shares

    1.57% of the 13F portfolio, value $3,349,569.

    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 41,091 shares
    Change vs previous 13F +21,475 shares

    1.6% of the 13F portfolio, value $3,632,419.

    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 19,616 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,728,935.

    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).