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TITLEIST ASSET MANAGEMENT, LLC: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TITLEIST ASSET MANAGEMENT, LLC on IWY, newest first. How the timeline and the estimate are built.

TITLEIST ASSET MANAGEMENT, LLC held 102,393 IWY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 102,393 shares
    Change vs previous 13F +2,839 shares

    1.96% of the 13F portfolio, value $30,196,603.

    13F-HR 0001104659-26-114574 filed by TITLEIST ASSET MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 99,554 shares
    Change vs previous 13F +4,091 shares

    1.95% of the 13F portfolio, value $28,932,268.

    13F-HR 0001104659-26-084993 filed by TITLEIST ASSET 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 ended2026-03-31
    13F 95,463 shares
    Change vs previous 13F +7,504 shares

    1.79% of the 13F portfolio, value $23,754,914.

    13F-HR 0001104659-26-052537 filed by TITLEIST ASSET 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 ended2025-12-31
    13F 87,959 shares
    Change vs previous 13F +2,000 shares

    1.97% of the 13F portfolio, value $24,359,256.

    13F-HR 0001104659-26-014097 filed by TITLEIST ASSET 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 ended2025-09-30
    13F 85,959 shares
    Change vs previous 13F +2,516 shares

    2.07% of the 13F portfolio, value $23,522,652.

    13F-HR 0001104659-25-106756 filed by TITLEIST ASSET 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 ended2025-06-30
    13F 83,443 shares
    Change vs previous 13F +17,331 shares

    2.05% of the 13F portfolio, value $20,569,612.

    13F-HR 0001104659-25-076739 filed by TITLEIST ASSET 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 ended2025-03-31
    13F 66,112 shares
    Change vs previous 13F +8,893 shares

    1.62% of the 13F portfolio, value $13,945,655.

    13F-HR 0001104659-25-049171 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 57,219 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $13,461,876.

    13F-HR 0001104659-25-012581 filed by TITLEIST ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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