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Financial Life Planners: IWM position timeline

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

Financial Life Planners held 5,363 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,363 shares
    Change vs previous 13F +3,349 shares

    1.04% of the 13F portfolio, value $1,611,278.

    13F-HR 0002053368-26-000003 filed by Financial Life Planners
    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 2,014 shares
    Change vs previous 13F +262 shares

    0.38% of the 13F portfolio, value $499,504.

    13F-HR 0002053368-26-000002 filed by Financial Life Planners
    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 1,752 shares
    Change vs previous 13F +25 shares

    0.31% of the 13F portfolio, value $431,316.

    13F-HR 0002053368-26-000001 filed by Financial Life Planners
    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 1,727 shares
    Change vs previous 13F +92 shares

    0.28% of the 13F portfolio, value $417,796.

    13F-HR 0002053368-25-000005 filed by Financial Life Planners
    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 1,635 shares
    Change vs previous 13F -10,802 shares

    0.29% of the 13F portfolio, value $352,777.

    13F-HR 0002053368-25-000004 filed by Financial Life Planners
    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 12,437 shares
    Change vs previous 13F -2,328 shares

    2.41% of the 13F portfolio, value $2,481,140.

    13F-HR 0002053368-25-000002 filed by Financial Life Planners
    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 14,765 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $3,263,956.

    13F-HR 0002053368-25-000001 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

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