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Disclosery

DAVIS R M INC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIS R M INC on IWM, newest first. How the timeline and the estimate are built.

DAVIS R M INC held 7,978 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,978 shares
    Change vs previous 13F -137 shares

    0.04% of the 13F portfolio, value $2,397,017.

    13F-HR 0000891287-26-000006 filed by DAVIS R M INC
    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 8,115 shares
    Change vs previous 13F +30 shares

    0.04% of the 13F portfolio, value $2,012,542.

    13F-HR 0000891287-26-000003 filed by DAVIS R M INC
    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 8,085 shares
    Change vs previous 13F -32 shares

    0.03% of the 13F portfolio, value $1,990,225.

    13F-HR 0000891287-26-000002 filed by DAVIS R M INC
    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 8,117 shares
    Change vs previous 13F +156 shares

    0.03% of the 13F portfolio, value $1,964,011.

    13F-HR 0000891287-25-000010 filed by DAVIS R M INC
    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 7,961 shares
    Change vs previous 13F -252 shares

    0.03% of the 13F portfolio, value $1,717,923.

    13F-HR 0000891287-25-000005 filed by DAVIS R M INC
    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 8,213 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $1,638,429.

    13F-HR 0000891287-25-000004 filed by DAVIS R M INC
    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 8,190 shares
    Change vs previous 13F +299 shares

    0.04% of the 13F portfolio, value $1,809,682.

    13F-HR 0000891287-25-000002 filed by DAVIS R M INC
    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 7,891 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,743,062.

    13F-HR 0000891287-24-000011 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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