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AUA CAPITAL MANAGEMENT, LLC: IWM position timeline

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

AUA CAPITAL MANAGEMENT, LLC held 20,794 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 20,794 shares
    Change vs previous 13F -135 shares

    2.9% of the 13F portfolio, value $6,247,557.

    13F-HR 0001706915-26-000003 filed by AUA CAPITAL 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 20,929 shares
    Change vs previous 13F +776 shares

    2.65% of the 13F portfolio, value $5,190,392.

    13F-HR 0001706915-26-000002 filed by AUA CAPITAL 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 20,153 shares
    Change vs previous 13F 0 shares

    2.49% of the 13F portfolio, value $4,960,862.

    13F-HR 0001706915-26-000001 filed by AUA CAPITAL 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 20,153 shares
    Change vs previous 13F -22 shares

    2.74% of the 13F portfolio, value $4,876,220.

    13F-HR 0001706915-25-000003 filed by AUA CAPITAL 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 20,175 shares
    Change vs previous 13F -41 shares

    2.6% of the 13F portfolio, value $4,353,563.

    13F-HR 0001085146-25-003715 filed by AUA CAPITAL 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 20,216 shares
    Change vs previous 13F +2,920 shares

    2.62% of the 13F portfolio, value $4,032,890.

    13F-HR 0001085146-25-001949 filed by AUA CAPITAL 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 17,296 shares
    Change vs previous 13F 0 shares

    2.45% of the 13F portfolio, value $3,821,724.

    13F-HR 0001085146-25-000500 filed by AUA CAPITAL 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 17,296 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $3,820,513.

    13F-HR 0001085146-24-004935 filed by AUA CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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