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BOSTON FINANCIAL MANGEMENT LLC: IWM position timeline

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

BOSTON FINANCIAL MANGEMENT LLC held 35,891 IWM shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 35,891 shares
    Change vs previous 13F +10,089 shares

    0.24% of the 13F portfolio, value $7,930,512.

    13F-HR 0001053055-25-000001 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 25,802 shares
    Change vs previous 13F -2,052 shares

    0.17% of the 13F portfolio, value $5,699,440.

    13F-HR 0001053055-24-000005 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 27,854 shares
    Change vs previous 13F -345 shares

    0.18% of the 13F portfolio, value $5,651,331.

    13F-HR 0001053055-24-000003 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 28,199 shares
    Change vs previous 13F -213 shares

    0.19% of the 13F portfolio, value $5,930,284.

    13F-HR 0001053055-24-000002 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 28,412 shares
    Change vs previous 13F -719 shares

    0.19% of the 13F portfolio, value $5,702,605.

    13F-HR 0001053055-24-000001 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 29,131 shares
    Change vs previous 13F -750 shares

    0.19% of the 13F portfolio, value $5,148,642.

    13F-HR 0001053055-23-000004 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 29,881 shares
    Change vs previous 13F -1,548 shares

    0.2% of the 13F portfolio, value $5,595,846.

    13F-HR 0001053055-23-000003 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 31,429 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,606,934.

    13F-HR 0001053055-23-000002 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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