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Disclosery

CERTUITY, LLC: IWM position timeline

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

CERTUITY, LLC held 16,382 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,382 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $4,921,869.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 16,382 shares
    Change vs previous 13F -7,329 shares

    0.27% of the 13F portfolio, value $4,062,637.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 23,711 shares
    Change vs previous 13F +18 shares

    0.37% of the 13F portfolio, value $5,836,845.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 23,693 shares
    Change vs previous 13F +2,230 shares

    0.39% of the 13F portfolio, value $5,732,791.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 21,463 shares
    Change vs previous 13F +2,330 shares

    0.44% of the 13F portfolio, value $4,631,586.

    13F-HR 0001172661-25-003246 filed by CERTUITY, 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 19,133 shares
    Change vs previous 13F -304 shares

    0.4% of the 13F portfolio, value $3,816,817.

    13F-HR 0001172661-25-001734 filed by CERTUITY, 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 19,437 shares
    Change vs previous 13F -1,053 shares

    0.47% of the 13F portfolio, value $4,294,888.

    13F-HR 0001172661-25-000408 filed by CERTUITY, 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 20,490 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,525,988.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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