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Disclosery

Colorado Capital Management, Inc.: IWM position timeline

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

Colorado Capital Management, Inc. held 4,291 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,291 shares
    Change vs previous 13F -731 shares

    0.44% of the 13F portfolio, value $1,289,000.

    13F-HR 0001664147-26-000003 filed by Colorado Capital Management, Inc.
    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 5,022 shares
    Change vs previous 13F -86 shares

    0.46% of the 13F portfolio, value $1,246,000.

    13F-HR 0001664147-26-000002 filed by Colorado Capital Management, Inc.
    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 5,108 shares
    Change vs previous 13F -61 shares

    0.47% of the 13F portfolio, value $1,257,000.

    13F-HR 0001664147-26-000001 filed by Colorado Capital Management, Inc.
    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 5,169 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,251,000.

    13F-HR 0001664147-25-000009 filed by Colorado Capital Management, Inc.
    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 5,169 shares
    Change vs previous 13F -86 shares

    0.48% of the 13F portfolio, value $1,116,000.

    13F-HR 0001664147-25-000004 filed by Colorado Capital Management, Inc.
    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 5,255 shares
    Change vs previous 13F +115 shares

    0.49% of the 13F portfolio, value $1,048,000.

    13F-HR 0001664147-25-000003 filed by Colorado Capital Management, Inc.
    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 5,140 shares
    Change vs previous 13F -272 shares

    0.55% of the 13F portfolio, value $1,136,000.

    13F-HR 0001664147-25-000001 filed by Colorado Capital Management, Inc.
    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 5,412 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,195,000.

    13F-HR 0001664147-24-000006 filed by Colorado Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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