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Disclosery

Waterloo Capital, L.P.: IWD position timeline

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

Waterloo Capital, L.P. held 37,287 IWD 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 37,287 shares
    Change vs previous 13F -7,625 shares

    0.51% of the 13F portfolio, value $9,039,569.

    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 44,912 shares
    Change vs previous 13F -107,011 shares

    0.67% of the 13F portfolio, value $9,596,445.

    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 151,923 shares
    Change vs previous 13F +73 shares

    2.31% of the 13F portfolio, value $31,955,515.

    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 151,850 shares
    Change vs previous 13F +4,094 shares

    2.3% of the 13F portfolio, value $30,915,161.

    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 147,756 shares
    Change vs previous 13F +4,111 shares

    2.32% of the 13F portfolio, value $28,698,670.

    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 143,645 shares
    Change vs previous 13F +15,525 shares

    2.51% of the 13F portfolio, value $27,028,249.

    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).

  7. period ended2024-12-31
    13F 128,120 shares
    Change vs previous 13F +3,527 shares

    2.5% of the 13F portfolio, value $23,718,866.

    13F-HR 0001104659-25-012588 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).

  8. period ended2024-09-30
    13F 124,593 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $23,647,800.

    13F-HR 0001104659-24-118460 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).