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Consolidated Investment Group LLC: IWM position timeline

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

Consolidated Investment Group LLC held 155,138 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,138 shares
    Change vs previous 13F 0 shares

    4.05% of the 13F portfolio, value $46,611,212.

    13F-HR 0001104659-26-085789 filed by Consolidated Investment Group 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 155,138 shares
    Change vs previous 13F +35,472 shares

    4.17% of the 13F portfolio, value $38,474,224.

    13F-HR 0001104659-26-054583 filed by Consolidated Investment Group 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 119,666 shares
    Change vs previous 13F 0 shares

    3.52% of the 13F portfolio, value $29,456,983.

    13F-HR 0001104659-26-006312 filed by Consolidated Investment Group 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 119,666 shares
    Change vs previous 13F 0 shares

    3.56% of the 13F portfolio, value $28,954,385.

    13F-HR 0001104659-25-103297 filed by Consolidated Investment Group 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 119,666 shares
    Change vs previous 13F 0 shares

    3.46% of the 13F portfolio, value $25,822,726.

    13F-HR 0001104659-25-069328 filed by Consolidated Investment Group 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 119,666 shares
    Change vs previous 13F -5,345 shares

    3.66% of the 13F portfolio, value $23,872,171.

    13F-HR 0001104659-25-037334 filed by Consolidated Investment Group 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 125,011 shares
    Change vs previous 13F +21,100 shares

    3.87% of the 13F portfolio, value $27,622,000.

    13F-HR 0001104659-25-004931 filed by Consolidated Investment Group 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 103,911 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $22,953,000.

    13F-HR 0001104659-24-113951 filed by Consolidated Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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