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Disclosery

Elm Partners Management LLC: IWM position timeline

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

Elm Partners Management LLC held 3,390 IWM shares at 2026-06-30 per its 13F-HR/A filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,390 shares
    Change vs previous 13F -760 shares

    0.03% of the 13F portfolio, value $1,018,526.

    13F-HR/A 0001172661-26-004422 filed by Elm Partners Management LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 4,150 shares
    Change vs previous 13F +1,378 shares

    0.04% of the 13F portfolio, value $994,382.

    13F-HR 0001172661-26-001760 filed by Elm Partners 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/A 2,772 shares
    Change vs previous 13F +514 shares

    0.03% of the 13F portfolio, value $682,356.

    13F-HR/A 0001172661-26-004421 filed by Elm Partners Management LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 2,258 shares
    Change vs previous 13F +2,258 shares

    0.02% of the 13F portfolio, value $546,346.

    13F-HR/A 0001172661-26-004420 filed by Elm Partners Management LLC
    Accepted , ingested

  5. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -921 shares

    13F-HR/A 0001172661-26-004417 filed by Elm Partners Management LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 921 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $203,504.

    13F-HR 0001172661-25-000783 filed by Elm Partners Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 937 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $206,974.

    13F-HR 0001172661-24-004511 filed by Elm Partners Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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