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Disclosery

Financial Harvest, LLC: IWM position timeline

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

Financial Harvest, LLC held 1,319 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,319 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $396,294.

    13F-HR 0001705819-26-000053 filed by Financial Harvest, 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 1,319 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $327,112.

    13F-HR 0001705819-26-000035 filed by Financial Harvest, 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 1,319 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $324,685.

    13F-HR 0001705819-26-000020 filed by Financial Harvest, 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 1,319 shares
    Change vs previous 13F +361 shares

    0.22% of the 13F portfolio, value $319,145.

    13F-HR 0001705819-25-000067 filed by Financial Harvest, 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 958 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $206,727.

    13F-HR 0001705819-25-000045 filed by Financial Harvest, LLC
    Filed (acceptance time not in the bulk data set), ingested

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