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Disclosery

DBK Financial Counsel, LLC: IWM position timeline

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

DBK Financial Counsel, LLC held 4,657 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,657 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $1,294,134.

    13F-HR 0001904822-26-000004 filed by DBK Financial Counsel, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,657 shares
    Change vs previous 13F -3,229 shares

    1.17% of the 13F portfolio, value $1,399,196.

    13F-HR 0001904822-26-000003 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,886 shares
    Change vs previous 13F -613 shares

    1.48% of the 13F portfolio, value $1,955,728.

    13F-HR 0001904822-26-000002 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,499 shares
    Change vs previous 13F -90 shares

    1.61% of the 13F portfolio, value $2,092,114.

    13F-HR 0001904822-26-000001 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,589 shares
    Change vs previous 13F 0 shares

    1.75% of the 13F portfolio, value $2,078,194.

    13F-HR 0001904822-25-000005 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,589 shares
    Change vs previous 13F -22 shares

    1.68% of the 13F portfolio, value $1,853,420.

    13F-HR 0001904822-25-000004 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,611 shares
    Change vs previous 13F -270 shares

    1.72% of the 13F portfolio, value $1,717,808.

    13F-HR 0001904822-25-000003 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,881 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $1,962,346.

    13F-HR 0001904822-25-000001 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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