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Disclosery

Elite Financial, Inc.: IWM position timeline

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

Elite Financial, Inc. held 3,357 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,357 shares
    Change vs previous 13F -350 shares

    0.41% of the 13F portfolio, value $1,008,000.

    13F-HR 0002059349-26-000003 filed by Elite Financial, 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 3,707 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $919,000.

    13F-HR 0002059349-26-000002 filed by Elite Financial, 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 3,707 shares
    Change vs previous 13F +494 shares

    0.41% of the 13F portfolio, value $912,000.

    13F-HR 0002059349-26-000001 filed by Elite Financial, 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 3,213 shares
    Change vs previous 13F +103 shares

    0.36% of the 13F portfolio, value $784,000.

    13F-HR 0002059349-25-000005 filed by Elite Financial, 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 3,110 shares
    Change vs previous 13F -100 shares

    0.34% of the 13F portfolio, value $683,000.

    13F-HR 0002059349-25-000002 filed by Elite Financial, 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 3,210 shares
    Change vs previous 13F +9 shares

    0.34% of the 13F portfolio, value $640,000.

    13F-HR 0002057074-25-000003 filed by Elite Financial, 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 3,201 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $707,000.

    13F-HR 0002059349-25-000001 filed by Elite Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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