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C2C Wealth Management, LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2C Wealth Management, LLC on IWM, newest first. How the timeline and the estimate are built.

C2C Wealth Management, LLC held 18,705 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,705 shares
    Change vs previous 13F -1,541 shares

    4.4% of the 13F portfolio, value $5,619,895.

    13F-HR 0001951757-26-000940 filed by C2C Wealth Management, 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 20,246 shares
    Change vs previous 13F -256 shares

    4.25% of the 13F portfolio, value $5,020,954.

    13F-HR 0001951757-26-000648 filed by C2C Wealth Management, 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 20,502 shares
    Change vs previous 13F -1,869 shares

    4.25% of the 13F portfolio, value $5,046,692.

    13F-HR 0001951757-26-000263 filed by C2C Wealth Management, 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 22,371 shares
    Change vs previous 13F -40 shares

    4.65% of the 13F portfolio, value $5,413,001.

    13F-HR 0001951757-25-001377 filed by C2C Wealth Management, 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 22,411 shares
    Change vs previous 13F -389 shares

    4.38% of the 13F portfolio, value $4,836,135.

    13F-HR 0001951757-25-000879 filed by C2C Wealth Management, 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 22,800 shares
    Change vs previous 13F +61 shares

    4.27% of the 13F portfolio, value $4,548,399.

    13F-HR 0001951757-25-000424 filed by C2C Wealth Management, 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 22,739 shares
    Change vs previous 13F 0 shares

    4.66% of the 13F portfolio, value $5,024,409.

    13F-HR 0001951757-25-000243 filed by C2C Wealth Management, 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 22,739 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $4,951,645.

    13F-HR 0001951757-24-001204 filed by C2C Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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