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Disclosery

WMS Group LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WMS Group LLC on IWF, newest first. How the timeline and the estimate are built.

WMS Group LLC held 6,037 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,037 shares
    Change vs previous 13F +1,686 shares

    0.97% of the 13F portfolio, value $749,614.

    13F-HR 0002085853-26-000839 filed by WMS Group LLC
    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 4,351 shares
    Change vs previous 13F -1,958 shares

    2.7% of the 13F portfolio, value $1,855,266.

    13F-HR 0002085853-26-000442 filed by WMS Group LLC
    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 6,309 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $2,986,050.

    13F-HR 0002085853-26-000291 filed by WMS Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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