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Disclosery

Fairman Group, LLC: IWM position timeline

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

Fairman Group, LLC held 988 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 988 shares
    Change vs previous 13F +2 shares

    0.23% of the 13F portfolio, value $296,752.

    13F-HR 0002016719-26-000005 filed by Fairman Group, LLC
    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 986 shares
    Change vs previous 13F +2 shares

    0.21% of the 13F portfolio, value $244,445.

    13F-HR 0002016719-26-000004 filed by Fairman Group, 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 984 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $242,253.

    13F-HR 0002016719-26-000003 filed by Fairman Group, LLC
    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 981 shares
    Change vs previous 13F -142 shares

    0.19% of the 13F portfolio, value $237,429.

    13F-HR 0002016719-25-000005 filed by Fairman Group, LLC
    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 1,123 shares
    Change vs previous 13F -8 shares

    0.2% of the 13F portfolio, value $242,230.

    13F-HR 0002016719-25-000004 filed by Fairman Group, LLC
    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 1,131 shares
    Change vs previous 13F +2 shares

    0.23% of the 13F portfolio, value $249,371.

    13F-HR 0002016719-25-000003 filed by Fairman Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,129 shares
    Change vs previous 13F +3 shares

    0.21% of the 13F portfolio, value $249,371.

    13F-HR 0002016719-25-000001 filed by Fairman Group, LLC
    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 1,126 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $248,612.

    13F-HR 0002016719-24-000005 filed by Fairman Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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