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Disclosery

Baker Ellis Asset Management LLC: IWM position timeline

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

Baker Ellis Asset Management LLC held 2,409 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,409 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $669,437.

    13F-HR 0001941040-26-000741 filed by Baker Ellis Asset Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,409 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $723,784.

    13F-HR 0001941040-26-000444 filed by Baker Ellis Asset 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 ended2026-03-31
    13F 2,409 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $597,432.

    13F-HR 0001941040-26-000226 filed by Baker Ellis Asset 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 ended2025-12-31
    13F 2,409 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $592,999.

    13F-HR 0001941040-26-000040 filed by Baker Ellis Asset 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 ended2025-09-30
    13F 2,409 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $582,882.

    13F-HR 0001941040-25-000563 filed by Baker Ellis Asset 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 ended2025-06-30
    13F 2,409 shares
    Change vs previous 13F -175 shares

    0.07% of the 13F portfolio, value $519,838.

    13F-HR 0001941040-25-000336 filed by Baker Ellis Asset 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 ended2025-03-31
    13F 2,584 shares
    Change vs previous 13F +418 shares

    0.07% of the 13F portfolio, value $515,482.

    13F-HR 0001941040-25-000205 filed by Baker Ellis Asset 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 ended2024-12-31
    13F 2,166 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $478,599.

    13F-HR 0001941040-25-000022 filed by Baker Ellis Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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