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Camelot Portfolios, LLC: IWM position timeline

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

Camelot Portfolios, LLC held 9,158 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,158 shares
    Change vs previous 13F +2,228 shares

    1.95% of the 13F portfolio, value $2,751,464.

    13F-HR 0001104659-26-084471 filed by Camelot Portfolios, 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 6,930 shares
    Change vs previous 13F +256 shares

    1.29% of the 13F portfolio, value $1,718,589.

    13F-HR 0001104659-26-057631 filed by Camelot Portfolios, 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 6,674 shares
    Change vs previous 13F -140 shares

    1.02% of the 13F portfolio, value $1,642,856.

    13F-HR 0001104659-26-007824 filed by Camelot Portfolios, 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 6,814 shares
    Change vs previous 13F +6,814 shares

    0.98% of the 13F portfolio, value $1,648,817.

    13F-HR 0001104659-25-113133 filed by Camelot Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001104659-24-116562 filed by Camelot Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.