Constant Guidance Financial LLC: IWM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Constant Guidance Financial LLC on IWM, newest first. How the timeline and the estimate are built.
Constant Guidance Financial LLC held 20,362 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 20,362 sharesChange vs previous 13F +20,362 shares
3.84% of the 13F portfolio, value $6,117,763.
13F-HR 0001995383-26-000005 filed by Constant Guidance Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -522 shares
13F-HR 0001995383-26-000004 filed by Constant Guidance Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 522 sharesChange vs previous 13F +522 shares
0.25% of the 13F portfolio, value $357,538.
13F-HR 0001995383-26-000003 filed by Constant Guidance Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -6,220 shares
13F-HR 0001995383-25-000005 filed by Constant Guidance Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 6,220 sharesChange vs previous 13F not available
1.35% of the 13F portfolio, value $1,342,213.
13F-HR 0001995383-25-000003 filed by Constant Guidance Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).