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BOYUM WEALTH ARCHITECTS LLC: IWM position timeline

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

BOYUM WEALTH ARCHITECTS LLC held 1,261 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,261 shares
    Change vs previous 13F -506 shares

    0.14% of the 13F portfolio, value $354,997.

    13F-HR 0002068635-26-000005 filed by BOYUM WEALTH ARCHITECTS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,767 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $518,579.

    13F-HR 0002068635-26-000004 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,767 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $493,488.

    13F-HR 0002068635-26-000002 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,767 shares
    Change vs previous 13F -298 shares

    0.22% of the 13F portfolio, value $467,919.

    13F-HR 0002068635-26-000001 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,065 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $499,647.

    13F-HR 0002068635-25-000007 filed by BOYUM WEALTH ARCHITECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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