Skip to content
Disclosery

FAGAN ASSOCIATES, INC.: IWM position timeline

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

FAGAN ASSOCIATES, INC. held 7,124 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,124 shares
    Change vs previous 13F -15 shares

    0.26% of the 13F portfolio, value $2,140,371.

    13F-HR 0001607866-26-000003 filed by FAGAN ASSOCIATES, 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 7,139 shares
    Change vs previous 13F -134 shares

    0.25% of the 13F portfolio, value $1,770,576.

    13F-HR 0001607866-26-000002 filed by FAGAN ASSOCIATES, 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 7,273 shares
    Change vs previous 13F -283 shares

    0.24% of the 13F portfolio, value $1,790,321.

    13F-HR 0001607866-26-000001 filed by FAGAN ASSOCIATES, 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 7,556 shares
    Change vs previous 13F -14 shares

    0.25% of the 13F portfolio, value $1,828,157.

    13F-HR 0001607866-25-000002 filed by FAGAN ASSOCIATES, 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 7,570 shares
    Change vs previous 13F +19 shares

    0.25% of the 13F portfolio, value $1,633,576.

    13F-HR 0001085146-25-004656 filed by FAGAN ASSOCIATES, 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 7,551 shares
    Change vs previous 13F -185 shares

    0.25% of the 13F portfolio, value $1,506,328.

    13F-HR 0001085146-25-002610 filed by FAGAN ASSOCIATES, 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 7,736 shares
    Change vs previous 13F +566 shares

    0.27% of the 13F portfolio, value $1,709,451.

    13F-HR 0001085146-25-000669 filed by FAGAN ASSOCIATES, INC.
    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 7,170 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,583,873.

    13F-HR 0001085146-24-005488 filed by FAGAN ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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