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Beirne Wealth Consulting Services, LLC: IWM position timeline

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

Beirne Wealth Consulting Services, LLC held 96,580 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,580 shares
    Change vs previous 13F +87,708 shares

    5.77% of the 13F portfolio, value $29,018,421.

    13F-HR 0001697303-26-000004 filed by Beirne Wealth Consulting Services, 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 8,872 shares
    Change vs previous 13F -914 shares

    0.62% of the 13F portfolio, value $2,200,772.

    13F-HR 0001697303-26-000003 filed by Beirne Wealth Consulting Services, 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 9,786 shares
    Change vs previous 13F +21 shares

    0.7% of the 13F portfolio, value $2,409,349.

    13F-HR 0001697303-26-000002 filed by Beirne Wealth Consulting Services, 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 9,765 shares
    Change vs previous 13F +218 shares

    0.57% of the 13F portfolio, value $2,363,120.

    13F-HR 0001697303-25-000003 filed by Beirne Wealth Consulting Services, 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 9,547 shares
    Change vs previous 13F +7,412 shares

    0.67% of the 13F portfolio, value $2,060,615.

    13F-HR 0001085146-25-004456 filed by Beirne Wealth Consulting Services, 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 2,135 shares
    Change vs previous 13F -4,694 shares

    0.15% of the 13F portfolio, value $426,329.

    13F-HR 0001085146-25-002521 filed by Beirne Wealth Consulting Services, 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 6,829 shares
    Change vs previous 13F +1,257 shares

    0.54% of the 13F portfolio, value $1,509,474.

    13F-HR 0001085146-25-000664 filed by Beirne Wealth Consulting Services, 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 5,572 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,231,255.

    13F-HR 0001085146-24-005389 filed by Beirne Wealth Consulting Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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