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Disclosery

Bare Financial Services, Inc: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bare Financial Services, Inc on IWM, newest first. How the timeline and the estimate are built.

Bare Financial Services, Inc held 5,498 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,498 shares
    Change vs previous 13F -76 shares

    0.38% of the 13F portfolio, value $1,651,993.

    13F-HR 0002009426-26-000005 filed by Bare Financial Services, Inc
    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 5,574 shares
    Change vs previous 13F -3 shares

    0.37% of the 13F portfolio, value $1,382,368.

    13F-HR 0002009426-26-000004 filed by Bare Financial Services, Inc
    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 5,577 shares
    Change vs previous 13F -528 shares

    0.38% of the 13F portfolio, value $1,372,788.

    13F-HR 0002009426-26-000001 filed by Bare Financial Services, Inc
    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 6,105 shares
    Change vs previous 13F -182 shares

    0.44% of the 13F portfolio, value $1,477,250.

    13F-HR 0002009426-25-000005 filed by Bare Financial Services, Inc
    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 6,287 shares
    Change vs previous 13F -2,436 shares

    0.46% of the 13F portfolio, value $1,356,665.

    13F-HR 0001710537-25-000005 filed by Bare Financial Services, Inc
    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 8,723 shares
    Change vs previous 13F -127 shares

    0.67% of the 13F portfolio, value $1,740,070.

    13F-HR 0002009426-25-000003 filed by Bare Financial Services, Inc
    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 8,850 shares
    Change vs previous 13F -1,019 shares

    0.79% of the 13F portfolio, value $1,955,557.

    13F-HR 0002009426-25-000001 filed by Bare Financial Services, Inc
    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 9,869 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,179,930.

    13F-HR 0002009426-24-000005 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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