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EXCALIBUR MANAGEMENT CORP: IWM position timeline

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

EXCALIBUR MANAGEMENT CORP held 4,778 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,778 shares
    Change vs previous 13F -12 shares

    0.47% of the 13F portfolio, value $1,435,477.

    13F-HR 0001009003-26-000004 filed by EXCALIBUR MANAGEMENT CORP
    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 4,790 shares
    Change vs previous 13F +73 shares

    0.43% of the 13F portfolio, value $1,187,814.

    13F-HR 0001009003-26-000003 filed by EXCALIBUR MANAGEMENT CORP
    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 4,717 shares
    Change vs previous 13F -371 shares

    0.42% of the 13F portfolio, value $1,161,253.

    13F-HR 0001009003-26-000002 filed by EXCALIBUR MANAGEMENT CORP
    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 5,088 shares
    Change vs previous 13F -281 shares

    0.45% of the 13F portfolio, value $1,231,162.

    13F-HR 0001009003-25-000003 filed by EXCALIBUR MANAGEMENT CORP
    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 5,369 shares
    Change vs previous 13F +223 shares

    0.43% of the 13F portfolio, value $1,158,501.

    13F-HR 0001085146-25-004581 filed by EXCALIBUR MANAGEMENT CORP
    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 5,146 shares
    Change vs previous 13F +171 shares

    0.4% of the 13F portfolio, value $1,026,624.

    13F-HR 0001085146-25-002765 filed by EXCALIBUR MANAGEMENT CORP
    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 4,975 shares
    Change vs previous 13F +364 shares

    0.44% of the 13F portfolio, value $1,099,256.

    13F-HR 0001085146-25-001015 filed by EXCALIBUR MANAGEMENT CORP
    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 4,611 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,018,622.

    13F-HR 0001085146-24-005771 filed by EXCALIBUR MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

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