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CONSOLIDATED CAPITAL MANAGEMENT, LLC: IWM position timeline

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

CONSOLIDATED CAPITAL MANAGEMENT, LLC held 45,735 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,735 shares
    Change vs previous 13F +454 shares

    3.67% of the 13F portfolio, value $13,741,081.

    13F-HR 0001666613-26-000006 filed by CONSOLIDATED CAPITAL 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 45,281 shares
    Change vs previous 13F +18,659 shares

    3.63% of the 13F portfolio, value $11,229,688.

    13F-HR 0001666613-26-000003 filed by CONSOLIDATED CAPITAL 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 26,622 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $6,553,272.

    13F-HR 0001666613-26-000002 filed by CONSOLIDATED CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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