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Carlton Hofferkamp & Jenks Wealth Management, LLC: IWM position timeline

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

Carlton Hofferkamp & Jenks Wealth Management, LLC held 4,379 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,379 shares
    Change vs previous 13F -11 shares

    0.41% of the 13F portfolio, value $1,286,482.

    13F-HR 0001510870-26-000003 filed by Carlton Hofferkamp & Jenks 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 4,390 shares
    Change vs previous 13F -320 shares

    0.41% of the 13F portfolio, value $1,216,652.

    13F-HR 0001510870-26-000002 filed by Carlton Hofferkamp & Jenks 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 4,710 shares
    Change vs previous 13F +72 shares

    0.39% of the 13F portfolio, value $1,159,315.

    13F-HR 0001510870-26-000001 filed by Carlton Hofferkamp & Jenks 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 4,638 shares
    Change vs previous 13F +4 shares

    0.39% of the 13F portfolio, value $1,160,895.

    13F-HR 0001510870-25-000005 filed by Carlton Hofferkamp & Jenks 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 4,634 shares
    Change vs previous 13F -54 shares

    0.37% of the 13F portfolio, value $1,026,709.

    13F-HR 0001510870-25-000003 filed by Carlton Hofferkamp & Jenks 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 4,688 shares
    Change vs previous 13F +5 shares

    0.36% of the 13F portfolio, value $867,143.

    13F-HR 0001510870-25-000002 filed by Carlton Hofferkamp & Jenks 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 4,683 shares
    Change vs previous 13F -234 shares

    0.4% of the 13F portfolio, value $1,074,368.

    13F-HR 0001510870-25-000001 filed by Carlton Hofferkamp & Jenks 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 4,917 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,082,198.

    13F-HR 0001510870-24-000004 filed by Carlton Hofferkamp & Jenks Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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