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Disclosery

COURIER CAPITAL LLC: IWM position timeline

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

COURIER CAPITAL LLC held 51,176 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,176 shares
    Change vs previous 13F -173 shares

    0.77% of the 13F portfolio, value $15,375,759.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 51,349 shares
    Change vs previous 13F +475 shares

    0.71% of the 13F portfolio, value $12,734,509.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 50,874 shares
    Change vs previous 13F +183 shares

    0.7% of the 13F portfolio, value $12,523,162.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 50,691 shares
    Change vs previous 13F +224 shares

    0.7% of the 13F portfolio, value $12,265,131.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 50,467 shares
    Change vs previous 13F +117 shares

    0.66% of the 13F portfolio, value $10,890,333.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 50,350 shares
    Change vs previous 13F +266 shares

    0.66% of the 13F portfolio, value $10,044,234.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 50,084 shares
    Change vs previous 13F -7,794 shares

    0.76% of the 13F portfolio, value $11,066,463.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 57,878 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $12,784,574.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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