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DWR WEALTH MANAGEMENT, LLC: IWM position timeline

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

DWR WEALTH MANAGEMENT, LLC held 10,100 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,100 shares
    Change vs previous 13F -1,529 shares

    2.26% of the 13F portfolio, value $3,019,595.

    13F-HR 0001754960-26-000422 filed by DWR 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 ended2026-03-31
    13F 11,629 shares
    Change vs previous 13F -226 shares

    2.42% of the 13F portfolio, value $2,786,527.

    13F-HR 0001754960-26-000199 filed by DWR 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 ended2025-12-31
    13F 11,855 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $2,940,496.

    13F-HR 0001754960-26-000197 filed by DWR WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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