BRIAN LOW FINANCIAL GROUP, LLC: IWM position timeline

BRIAN LOW FINANCIAL GROUP, LLC held 5,764 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,764 shares

   Change vs previous 13F +212 shares

   1.01% of the 13F portfolio, value $1,731,902.

   13F-HR 0002079080-26-000003 filed by BRIAN LOW FINANCIAL GROUP, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,552 shares

   Change vs previous 13F +456 shares

   0.94% of the 13F portfolio, value $1,376,996.

   13F-HR 0002079080-26-000002 filed by BRIAN LOW FINANCIAL GROUP, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,096 shares

   Change vs previous 13F +454 shares

   0.89% of the 13F portfolio, value $1,254,487.

   13F-HR 0002079080-26-000001 filed by BRIAN LOW FINANCIAL GROUP, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,642 shares

   Change vs previous 13F +755 shares

   0.87% of the 13F portfolio, value $1,123,153.

   13F-HR 0002079080-25-000002 filed by BRIAN LOW FINANCIAL GROUP, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,887 shares

   Change vs previous 13F not available

   0.79% of the 13F portfolio, value $838,694.

   13F-HR 0001843867-25-000009 filed by BRIAN LOW FINANCIAL GROUP, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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