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Consolidated Portfolio Review Corp: IWM position timeline

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

Consolidated Portfolio Review Corp held 19,162 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,162 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $5,757,223.

    13F-HR 0001754960-26-000622 filed by Consolidated Portfolio Review Corp
    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 19,162 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $4,752,176.

    13F-HR 0001754960-26-000333 filed by Consolidated Portfolio Review Corp
    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 19,162 shares
    Change vs previous 13F +13,167 shares

    0.41% of the 13F portfolio, value $4,716,918.

    13F-HR 0001754960-26-000118 filed by Consolidated Portfolio Review Corp
    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 5,995 shares
    Change vs previous 13F -255 shares

    0.18% of the 13F portfolio, value $1,450,591.

    13F-HR 0001754960-25-000777 filed by Consolidated Portfolio Review Corp
    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 6,250 shares
    Change vs previous 13F -273 shares

    0.19% of the 13F portfolio, value $1,348,580.

    13F-HR 0001754960-25-000433 filed by Consolidated Portfolio Review Corp
    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 6,523 shares
    Change vs previous 13F +3,960 shares

    0.21% of the 13F portfolio, value $1,301,273.

    13F-HR 0001754960-25-000239 filed by Consolidated Portfolio Review Corp
    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 2,563 shares
    Change vs previous 13F +880 shares

    0.09% of the 13F portfolio, value $566,320.

    13F-HR 0001754960-25-000071 filed by Consolidated Portfolio Review Corp
    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 1,683 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $371,758.

    13F-HR 0001754960-24-000532 filed by Consolidated Portfolio Review Corp
    Filed (acceptance time not in the bulk data set), ingested

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