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Disclosery

Ellenbecker Investment Group: IWM position timeline

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

Ellenbecker Investment Group held 5,792 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 5,792 shares
    Change vs previous 13F -31 shares

    0.2% of the 13F portfolio, value $1,740,375.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 5,823 shares
    Change vs previous 13F -156 shares

    0.19% of the 13F portfolio, value $1,444,135.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 5,979 shares
    Change vs previous 13F +32 shares

    0.21% of the 13F portfolio, value $1,471,939.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 5,947 shares
    Change vs previous 13F -25 shares

    0.21% of the 13F portfolio, value $1,439,081.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 5,972 shares
    Change vs previous 13F +11 shares

    0.21% of the 13F portfolio, value $1,288,778.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 5,961 shares
    Change vs previous 13F -19 shares

    0.21% of the 13F portfolio, value $1,189,223.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 5,980 shares
    Change vs previous 13F +25 shares

    0.24% of the 13F portfolio, value $1,321,370.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 5,955 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,315,511.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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