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CAPE ANN SAVINGS BANK: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPE ANN SAVINGS BANK on IWM, newest first. How the timeline and the estimate are built.

CAPE ANN SAVINGS BANK held 3,867 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,867 shares
    Change vs previous 13F -800 shares

    0.55% of the 13F portfolio, value $1,161,840.

    13F-HR 0000936938-26-000003 filed by CAPE ANN SAVINGS BANK
    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 4,667 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,157,416.

    13F-HR 0000936938-26-000002 filed by CAPE ANN SAVINGS BANK
    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 4,667 shares
    Change vs previous 13F -65 shares

    0.59% of the 13F portfolio, value $1,148,829.

    13F-HR 0000936938-26-000001 filed by CAPE ANN SAVINGS BANK
    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 4,732 shares
    Change vs previous 13F -433 shares

    0.61% of the 13F portfolio, value $1,144,955.

    13F-HR 0000936938-25-000008 filed by CAPE ANN SAVINGS BANK
    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 5,165 shares
    Change vs previous 13F -299 shares

    0.67% of the 13F portfolio, value $1,114,555.

    13F-HR 0000936938-25-000005 filed by CAPE ANN SAVINGS BANK
    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 5,464 shares
    Change vs previous 13F -50 shares

    0.68% of the 13F portfolio, value $1,090,013.

    13F-HR 0000936938-25-000004 filed by CAPE ANN SAVINGS BANK
    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 5,514 shares
    Change vs previous 13F -106 shares

    0.72% of the 13F portfolio, value $1,218,373.

    13F-HR 0000936938-25-000001 filed by CAPE ANN SAVINGS BANK
    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 5,620 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,241,402.

    13F-HR 0000936938-24-000004 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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