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ANDREWS, LUCIA WEALTH MANAGEMENT LLC: IWM position timeline

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

ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 3,595 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,595 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,080,136.

    13F-HR 0001725547-26-000238 filed by ANDREWS, LUCIA WEALTH MANAGEMENT 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 3,595 shares
    Change vs previous 13F +25 shares

    0.53% of the 13F portfolio, value $891,560.

    13F-HR 0001725547-26-000128 filed by ANDREWS, LUCIA WEALTH MANAGEMENT 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 3,570 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $878,791.

    13F-HR 0001725547-26-000050 filed by ANDREWS, LUCIA WEALTH MANAGEMENT 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 3,570 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $863,797.

    13F-HR 0001725547-25-004094 filed by ANDREWS, LUCIA WEALTH MANAGEMENT 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 3,570 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $770,370.

    13F-HR 0001725547-25-003406 filed by ANDREWS, LUCIA WEALTH MANAGEMENT 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 3,570 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $788,827.

    13F-HR 0001725547-25-001422 filed by ANDREWS, LUCIA WEALTH MANAGEMENT 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 3,570 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $788,577.

    13F-HR 0001725547-25-000116 filed by ANDREWS, LUCIA WEALTH MANAGEMENT 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 3,570 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $724,317.

    13F-HR 0001725547-24-005802 filed by ANDREWS, LUCIA WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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