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Disclosery

EAGLE HARBOR ASSET MANAGEMENT INC /ADV: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EAGLE HARBOR ASSET MANAGEMENT INC /ADV on IWM, newest first. How the timeline and the estimate are built.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV held 5,836 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,836 shares
    Change vs previous 13F -12 shares

    1.38% of the 13F portfolio, value $1,753,426.

    13F-HR 0001754960-26-000753 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 5,848 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $1,450,319.

    13F-HR 0001754960-26-000752 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 5,848 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $1,439,554.

    13F-HR 0001754960-26-000751 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 5,848 shares
    Change vs previous 13F -12 shares

    1.23% of the 13F portfolio, value $1,414,982.

    13F-HR 0001754960-26-000750 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 5,860 shares
    Change vs previous 13F 0 shares

    1.23% of the 13F portfolio, value $1,264,529.

    13F-HR 0001754960-26-000749 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 5,860 shares
    Change vs previous 13F 0 shares

    1.19% of the 13F portfolio, value $1,169,011.

    13F-HR 0001754960-26-000748 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 5,860 shares
    Change vs previous 13F -63 shares

    1.3% of the 13F portfolio, value $1,294,826.

    13F-HR 0001754960-26-000745 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    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 5,923 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,308,331.

    13F-HR 0001754960-26-000744 filed by EAGLE HARBOR ASSET MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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