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Aurelius Family Office LLC: IWM position timeline

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

Aurelius Family Office LLC held 4,848 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,848 shares
    Change vs previous 13F -190 shares

    0.57% of the 13F portfolio, value $1,456,582.

    13F-HR 0002053738-26-000003 filed by Aurelius Family Office 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 5,038 shares
    Change vs previous 13F -94 shares

    0.54% of the 13F portfolio, value $1,249,424.

    13F-HR 0002053738-26-000002 filed by Aurelius Family Office 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 5,132 shares
    Change vs previous 13F -57 shares

    0.56% of the 13F portfolio, value $1,297,010.

    13F-HR 0002053738-26-000001 filed by Aurelius 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 5,189 shares
    Change vs previous 13F -83 shares

    0.56% of the 13F portfolio, value $1,255,530.

    13F-HR 0002053738-25-000004 filed by Aurelius 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 5,272 shares
    Change vs previous 13F -50 shares

    0.54% of the 13F portfolio, value $1,137,645.

    13F-HR 0001085146-25-003618 filed by Aurelius 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 5,322 shares
    Change vs previous 13F -307 shares

    0.54% of the 13F portfolio, value $1,061,686.

    13F-HR 0001085146-25-002454 filed by Aurelius 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 5,629 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,243,784.

    13F-HR 0001085146-25-000547 filed by Aurelius Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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