Skip to content
Disclosery

Brewster Financial Planning LLC: IWM position timeline

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

Brewster Financial Planning LLC held 80,832 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,832 shares
    Change vs previous 13F -795 shares

    13.33% of the 13F portfolio, value $24,285,972.

    13F-HR 0001898145-26-000003 filed by Brewster Financial Planning 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 81,627 shares
    Change vs previous 13F +2,429 shares

    12.24% of the 13F portfolio, value $20,243,494.

    13F-HR 0001898145-26-000002 filed by Brewster Financial Planning 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 79,198 shares
    Change vs previous 13F -382 shares

    11.98% of the 13F portfolio, value $19,495,378.

    13F-HR 0001898145-26-000001 filed by Brewster Financial Planning 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 79,580 shares
    Change vs previous 13F +586 shares

    12.11% of the 13F portfolio, value $19,255,175.

    13F-HR 0001898145-25-000006 filed by Brewster Financial Planning 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 78,994 shares
    Change vs previous 13F +5,119 shares

    11.5% of the 13F portfolio, value $17,046,114.

    13F-HR 0001898145-25-000004 filed by Brewster Financial Planning 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 73,875 shares
    Change vs previous 13F +1,448 shares

    10.89% of the 13F portfolio, value $14,737,322.

    13F-HR 0001898145-25-000003 filed by Brewster Financial Planning 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 72,427 shares
    Change vs previous 13F +1,509 shares

    12.12% of the 13F portfolio, value $16,003,468.

    13F-HR 0001898145-25-000001 filed by Brewster Financial Planning 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/A 70,918 shares
    Change vs previous 13F not available

    12.15% of the 13F portfolio, value $15,665,076.

    13F-HR/A 0001898145-24-000006 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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