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Disclosery

Canopy Partners, LLC: IWM position timeline

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

Canopy Partners, LLC held 3,355 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,355 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,008,010.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, 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 3,355 shares
    Change vs previous 13F -1 shares

    0.29% of the 13F portfolio, value $832,040.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, 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 3,356 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $826,113.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, 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 3,356 shares
    Change vs previous 13F -110 shares

    0.27% of the 13F portfolio, value $812,018.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, 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 3,466 shares
    Change vs previous 13F -78 shares

    0.27% of the 13F portfolio, value $747,928.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, 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 3,544 shares
    Change vs previous 13F -1,380 shares

    0.28% of the 13F portfolio, value $706,993.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, 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 4,924 shares
    Change vs previous 13F -577 shares

    0.42% of the 13F portfolio, value $1,088,007.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, 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 5,501 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,215,116.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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