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BOSTON RESEARCH & MANAGEMENT INC: IWM position timeline

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

BOSTON RESEARCH & MANAGEMENT INC held 18,027 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,027 shares
    Change vs previous 13F -470 shares

    1.2% of the 13F portfolio, value $5,416,243.

    13F-HR 0001259261-26-000006 filed by BOSTON RESEARCH & MANAGEMENT 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/A 18,497 shares
    Change vs previous 13F -1,495 shares

    1.07% of the 13F portfolio, value $4,587,282.

    13F-HR/A 0001259261-26-000010 filed by BOSTON RESEARCH & MANAGEMENT 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/A 19,992 shares
    Change vs previous 13F -983 shares

    1.12% of the 13F portfolio, value $4,921,256.

    13F-HR/A 0001259261-26-000012 filed by BOSTON RESEARCH & MANAGEMENT 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/A 20,975 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $5,075,136.

    13F-HR/A 0001259261-26-000014 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 20,975 shares
    Change vs previous 13F -33 shares

    1.07% of the 13F portfolio, value $4,526,218.

    13F-HR/A 0001259261-26-000016 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 21,008 shares
    Change vs previous 13F -33 shares

    1.02% of the 13F portfolio, value $4,190,907.

    13F-HR/A 0001259261-26-000018 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 21,041 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $4,649,242.

    13F-HR/A 0001259261-26-000020 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 21,041 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $4,647,770.

    13F-HR/A 0001259261-26-000022 filed by BOSTON RESEARCH & MANAGEMENT INC
    Accepted , ingested