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Disclosery

Allie Family Office LLC: IWM position timeline

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

Allie Family Office LLC held 6,118 IWM shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 6,118 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,838,153.

    13F-HR/A 0001908612-26-000005 filed by Allie Family Office LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 6,118 shares
    Change vs previous 13F -1,538 shares

    0.66% of the 13F portfolio, value $1,517,264.

    13F-HR/A 0001908612-26-000004 filed by Allie Family Office LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 7,656 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $1,884,601.

    13F-HR 0001908612-26-000001 filed by Allie Family Office 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 7,656 shares
    Change vs previous 13F -2,078 shares

    0.88% of the 13F portfolio, value $1,852,446.

    13F-HR 0001908612-25-000009 filed by Allie Family Office 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 9,734 shares
    Change vs previous 13F -1,604 shares

    1.04% of the 13F portfolio, value $2,100,500.

    13F-HR 0001908612-25-000006 filed by Allie Family Office 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 11,338 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $2,261,818.

    13F-HR 0001908612-25-000005 filed by Allie Family Office 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 11,338 shares
    Change vs previous 13F +3,428 shares

    1.39% of the 13F portfolio, value $2,505,244.

    13F-HR 0001908612-25-000004 filed by Allie Family Office 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/A 7,910 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,747,240.

    13F-HR/A 0001908612-25-000003 filed by Allie Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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