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Disclosery

DAVENPORT & Co LLC: IWM position timeline

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

DAVENPORT & Co LLC held 17,874 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,874 shares
    Change vs previous 13F -3,737 shares

    0.03% of the 13F portfolio, value $5,370,144.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 21,611 shares
    Change vs previous 13F +3,098 shares

    0.03% of the 13F portfolio, value $5,359,596.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 18,513 shares
    Change vs previous 13F +2,422 shares

    0.02% of the 13F portfolio, value $4,557,137.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 16,091 shares
    Change vs previous 13F -1,473 shares

    0.02% of the 13F portfolio, value $3,893,315.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 17,564 shares
    Change vs previous 13F +2,645 shares

    0.02% of the 13F portfolio, value $3,790,206.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 14,919 shares
    Change vs previous 13F -1,130 shares

    0.02% of the 13F portfolio, value $2,976,170.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 16,049 shares
    Change vs previous 13F +3,820 shares

    0.02% of the 13F portfolio, value $3,546,178.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 12,229 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,701,233.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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