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Disclosery

David Wealth Management LLC: IWM position timeline

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

David Wealth Management LLC held 1,864 IWM shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 1,864 shares
    Change vs previous 13F +129 shares

    0.3% of the 13F portfolio, value $402,233.

    13F-HR 0001172661-25-002680 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 1,735 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $346,115.

    13F-HR 0001172661-25-001498 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,735 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $383,365.

    13F-HR 0001172661-25-000402 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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