Skip to content
Disclosery

BG Investment Services, LLC: IWM position timeline

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

BG Investment Services, LLC held 5,078 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,078 shares
    Change vs previous 13F -293 shares

    1.1% of the 13F portfolio, value $1,525,817.

    13F-HR 0001873989-26-000003 filed by BG Investment 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 5,371 shares
    Change vs previous 13F -517 shares

    1.11% of the 13F portfolio, value $1,332,116.

    13F-HR 0001873989-26-000002 filed by BG Investment 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 5,888 shares
    Change vs previous 13F -257 shares

    1.29% of the 13F portfolio, value $1,449,311.

    13F-HR 0001873989-26-000001 filed by BG Investment 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 6,145 shares
    Change vs previous 13F -2,518 shares

    1.47% of the 13F portfolio, value $1,486,766.

    13F-HR 0001873989-25-000003 filed by BG Investment 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 8,663 shares
    Change vs previous 13F -3,934 shares

    2.34% of the 13F portfolio, value $1,869,346.

    13F-HR 0001085146-25-004307 filed by BG Investment 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 12,597 shares
    Change vs previous 13F -5,602 shares

    2.71% of the 13F portfolio, value $2,513,017.

    13F-HR 0001085146-25-002636 filed by BG Investment 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 18,199 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $4,021,185.

    13F-HR 0001085146-25-001028 filed by BG Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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