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Disclosery

SCS Capital Management LLC: IWR position timeline

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

SCS Capital Management LLC held 25,923 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,923 shares
    Change vs previous 13F -12,013 shares

    0.03% of the 13F portfolio, value $2,859,811.

    13F-HR 0001303159-26-000003 filed by SCS 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 37,936 shares
    Change vs previous 13F -1,542 shares

    0.04% of the 13F portfolio, value $3,688,488.

    13F-HR 0001303159-26-000002 filed by SCS 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 39,478 shares
    Change vs previous 13F -998 shares

    0.04% of the 13F portfolio, value $3,800,592.

    13F-HR 0001303159-26-000001 filed by SCS 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 40,476 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $3,907,919.

    13F-HR 0001303159-25-000012 filed by SCS 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 40,469 shares
    Change vs previous 13F -104 shares

    0.04% of the 13F portfolio, value $3,721,950.

    13F-HR 0001303159-25-000004 filed by SCS 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/A 40,573 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,451,504.

    13F-HR/A 0001303159-25-000003 filed by SCS Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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