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Disclosery

626 Financial, LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 626 Financial, LLC on IWM, newest first. How the timeline and the estimate are built.

626 Financial, LLC held 6,343 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,343 shares
    Change vs previous 13F -116 shares

    0.75% of the 13F portfolio, value $1,905,705.

    13F-HR 0001951757-26-001069 filed by 626 Financial, 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 6,459 shares
    Change vs previous 13F -73 shares

    0.72% of the 13F portfolio, value $1,601,726.

    13F-HR 0001951757-26-000723 filed by 626 Financial, 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 6,532 shares
    Change vs previous 13F -1 shares

    0.69% of the 13F portfolio, value $1,607,812.

    13F-HR 0001951757-26-000373 filed by 626 Financial, 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 6,533 shares
    Change vs previous 13F +4 shares

    0.7% of the 13F portfolio, value $1,580,696.

    13F-HR 0001951757-25-001344 filed by 626 Financial, 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/A 6,529 shares
    Change vs previous 13F -62 shares

    0.66% of the 13F portfolio, value $1,408,792.

    13F-HR/A 0001951757-25-001014 filed by 626 Financial, 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 6,591 shares
    Change vs previous 13F -90 shares

    0.68% of the 13F portfolio, value $1,314,769.

    13F-HR 0001951757-25-000288 filed by 626 Financial, 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 6,681 shares
    Change vs previous 13F +1,441 shares

    0.8% of the 13F portfolio, value $1,476,221.

    13F-HR 0001951757-25-000015 filed by 626 Financial, 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 5,240 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,157,468.

    13F-HR 0001951757-24-001022 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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