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Disclosery

Collier Financial: IWM position timeline

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

Collier Financial held 487 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 487 shares
    Change vs previous 13F -48 shares

    0.1% of the 13F portfolio, value $146,394.

    13F-HR 0001902901-26-000003 filed by Collier Financial
    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 535 shares
    Change vs previous 13F -3 shares

    0.1% of the 13F portfolio, value $132,681.

    13F-HR 0001902901-26-000002 filed by Collier Financial
    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 538 shares
    Change vs previous 13F -39 shares

    0.1% of the 13F portfolio, value $132,509.

    13F-HR 0001902901-26-000001 filed by Collier Financial
    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 577 shares
    Change vs previous 13F +229 shares

    0.11% of the 13F portfolio, value $139,671.

    13F-HR 0001902901-25-000004 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 348 shares
    Change vs previous 13F +109 shares

    0.06% of the 13F portfolio, value $69,380.

    13F-HR 0001902901-25-000002 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 239 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $52,809.

    13F-HR 0002012421-25-000005 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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