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Waterloo Capital, L.P.: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on ACWX, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 84,173 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,173 shares
    Change vs previous 13F -2,927 shares

    0.36% of the 13F portfolio, value $6,406,394.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 87,100 shares
    Change vs previous 13F -1,406 shares

    0.42% of the 13F portfolio, value $5,963,761.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 88,506 shares
    Change vs previous 13F +717 shares

    0.43% of the 13F portfolio, value $5,941,400.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 87,789 shares
    Change vs previous 13F +4,955 shares

    0.42% of the 13F portfolio, value $5,707,134.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 82,834 shares
    Change vs previous 13F +31,845 shares

    0.41% of the 13F portfolio, value $5,047,876.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 50,989 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,827,340.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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