Skip to content
Disclosery

CHARTIST INC /CA/: IWM position timeline

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

CHARTIST INC /CA/ held 4,965 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,965 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $1,491,734.

    13F-HR 0001129770-26-000003 filed by CHARTIST INC /CA/
    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 4,965 shares
    Change vs previous 13F +75 shares

    0.88% of the 13F portfolio, value $1,231,320.

    13F-HR 0001129770-26-000002 filed by CHARTIST INC /CA/
    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 4,890 shares
    Change vs previous 13F +200 shares

    0.82% of the 13F portfolio, value $1,203,722.

    13F-HR 0001129770-26-000001 filed by CHARTIST INC /CA/
    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 4,690 shares
    Change vs previous 13F -20,793 shares

    0.77% of the 13F portfolio, value $1,134,792.

    13F-HR 0001129770-25-000008 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 25,483 shares
    Change vs previous 13F -249 shares

    2.92% of the 13F portfolio, value $5,630,712.

    13F-HR 0001129770-25-000001 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 25,732 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $5,683,861.

    13F-HR 0001129770-24-000004 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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