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Disclosery

Sunbeam Capital Management, LLC: IWR position timeline

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

Sunbeam Capital Management, LLC held 10,586 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,586 shares
    Change vs previous 13F -2,372 shares

    0.53% of the 13F portfolio, value $1,167,888.

    13F-HR 0001951757-26-001011 filed by Sunbeam 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 12,958 shares
    Change vs previous 13F +34 shares

    0.72% of the 13F portfolio, value $1,259,939.

    13F-HR 0001951757-26-000624 filed by Sunbeam 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 12,924 shares
    Change vs previous 13F +53 shares

    0.74% of the 13F portfolio, value $1,244,149.

    13F-HR 0001951757-26-000434 filed by Sunbeam 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 12,871 shares
    Change vs previous 13F +43 shares

    0.77% of the 13F portfolio, value $1,242,711.

    13F-HR 0001951757-25-001203 filed by Sunbeam 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 12,828 shares
    Change vs previous 13F +37 shares

    0.89% of the 13F portfolio, value $1,179,828.

    13F-HR 0001951757-25-000932 filed by Sunbeam 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 12,791 shares
    Change vs previous 13F +39 shares

    1.04% of the 13F portfolio, value $1,088,114.

    13F-HR 0001951757-25-000518 filed by Sunbeam 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/A 12,752 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,127,288.

    13F-HR/A 0001951757-25-000274 filed by Sunbeam Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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