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3Chopt Investment Partners, LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 3Chopt Investment Partners, LLC on IWM, newest first. How the timeline and the estimate are built.

3Chopt Investment Partners, LLC held 11,891 IWM 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 11,891 shares
    Change vs previous 13F +331 shares

    0.67% of the 13F portfolio, value $3,572,651.

    13F-HR 0001398344-26-012987 filed by 3Chopt Investment Partners, 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 11,560 shares
    Change vs previous 13F -9 shares

    0.66% of the 13F portfolio, value $2,866,880.

    13F-HR 0001398344-26-006912 filed by 3Chopt Investment Partners, 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 11,569 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $2,847,825.

    13F-HR 0001398344-26-002629 filed by 3Chopt Investment Partners, LLC
    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 11,569 shares
    Change vs previous 13F -232 shares

    0.64% of the 13F portfolio, value $2,799,235.

    13F-HR 0001398344-25-019342 filed by 3Chopt Investment Partners, LLC
    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 11,801 shares
    Change vs previous 13F -244 shares

    0.61% of the 13F portfolio, value $2,546,538.

    13F-HR 0001398344-25-013693 filed by 3Chopt Investment Partners, LLC
    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 12,045 shares
    Change vs previous 13F -666 shares

    0.63% of the 13F portfolio, value $2,402,857.

    13F-HR 0001398344-25-007619 filed by 3Chopt Investment Partners, LLC
    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 12,711 shares
    Change vs previous 13F -2 shares

    0.96% of the 13F portfolio, value $2,808,623.

    13F-HR 0001213900-25-013391 filed by 3Chopt Investment Partners, LLC
    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 12,713 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,808,175.

    13F-HR 0001213900-24-098596 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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