Waterloo Capital, L.P.: IDUB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on IDUB, newest first. How the timeline and the estimate are built.
Waterloo Capital, L.P. held 952,040 IDUB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 952,040 sharesChange vs previous 13F -20,981 shares
1.47% of the 13F portfolio, value $26,166,819.
13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 973,021 sharesChange vs previous 13F -3,935 shares
1.69% of the 13F portfolio, value $24,004,439.
13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 976,956 sharesChange vs previous 13F +43,073 shares
1.72% of the 13F portfolio, value $23,769,337.
13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 933,883 sharesChange vs previous 13F +10,803 shares
1.64% of the 13F portfolio, value $21,992,942.
13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 923,080 sharesChange vs previous 13F +63,841 shares
1.66% of the 13F portfolio, value $20,547,756.
13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 859,239 sharesChange vs previous 13F +92,647 shares
1.67% of the 13F portfolio, value $17,925,606.
13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 766,592 sharesChange vs previous 13F +52,538 shares
1.62% of the 13F portfolio, value $15,400,832.
13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 714,054 sharesChange vs previous 13F not available
1.7% of the 13F portfolio, value $15,559,235.
13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).