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Disclosery

Waterloo Capital, L.P.: IYH position timeline

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

Waterloo Capital, L.P. held 10,404 IYH 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 10,404 shares
    Change vs previous 13F +25 shares

    0.04% of the 13F portfolio, value $697,163.

    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 10,379 shares
    Change vs previous 13F +31 shares

    0.04% of the 13F portfolio, value $639,763.

    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 10,348 shares
    Change vs previous 13F -154 shares

    0.05% of the 13F portfolio, value $673,684.

    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 10,502 shares
    Change vs previous 13F -625 shares

    0.05% of the 13F portfolio, value $616,703.

    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 11,127 shares
    Change vs previous 13F +31 shares

    0.05% of the 13F portfolio, value $628,466.

    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 11,096 shares
    Change vs previous 13F +28 shares

    0.06% of the 13F portfolio, value $675,630.

    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 11,068 shares
    Change vs previous 13F +38 shares

    0.07% of the 13F portfolio, value $644,961.

    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 11,030 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $716,969.

    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).