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Disclosery

DT Investment Partners, LLC: IWM position timeline

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

DT Investment Partners, LLC held 47,369 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,369 shares
    Change vs previous 13F +3,278 shares

    1.06% of the 13F portfolio, value $14,232,114.

    13F-HR 0001537621-26-000007 filed by DT Investment Partners, 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 44,091 shares
    Change vs previous 13F -2,351 shares

    0.91% of the 13F portfolio, value $10,934,670.

    13F-HR 0001537621-26-000005 filed by DT Investment Partners, 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 46,442 shares
    Change vs previous 13F -1,118 shares

    0.95% of the 13F portfolio, value $11,432,214.

    13F-HR 0001537621-26-000002 filed by DT Investment Partners, 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 47,560 shares
    Change vs previous 13F -1,244 shares

    0.97% of the 13F portfolio, value $11,507,623.

    13F-HR 0001193125-25-245791 filed by DT Investment Partners, 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 48,804 shares
    Change vs previous 13F +3,123 shares

    0.95% of the 13F portfolio, value $10,531,397.

    13F-HR 0000950123-25-006516 filed by DT Investment Partners, 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 45,681 shares
    Change vs previous 13F +2,441 shares

    0.88% of the 13F portfolio, value $9,112,852.

    13F-HR 0000950123-25-003822 filed by DT Investment Partners, 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 43,240 shares
    Change vs previous 13F -1,766 shares

    0.81% of the 13F portfolio, value $9,554,396.

    13F-HR 0000950123-25-000719 filed by DT Investment Partners, 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 45,006 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $9,941,427.

    13F-HR 0000950123-24-009833 filed by DT Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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