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Disclosery

Finley Financial, LLC: IWM position timeline

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

Finley Financial, LLC held 86,577 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,577 shares
    Change vs previous 13F -1,680 shares

    10.47% of the 13F portfolio, value $26,012,060.

    13F-HR 0002047823-26-000003 filed by Finley Financial, 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 88,257 shares
    Change vs previous 13F -90 shares

    10.25% of the 13F portfolio, value $21,887,736.

    13F-HR 0002047823-26-000002 filed by Finley Financial, 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 88,347 shares
    Change vs previous 13F -185 shares

    9.96% of the 13F portfolio, value $21,747,498.

    13F-HR 0002047823-26-000001 filed by Finley Financial, 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 88,532 shares
    Change vs previous 13F +1,124 shares

    9.91% of the 13F portfolio, value $21,421,203.

    13F-HR 0002047823-25-000006 filed by Finley Financial, 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 87,408 shares
    Change vs previous 13F -375 shares

    9.48% of the 13F portfolio, value $18,861,749.

    13F-HR 0002047823-25-000005 filed by Finley Financial, 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 87,783 shares
    Change vs previous 13F +333 shares

    9.59% of the 13F portfolio, value $17,213,368.

    13F-HR 0002047823-25-000002 filed by Finley Financial, 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 87,450 shares
    Change vs previous 13F not available

    10.2% of the 13F portfolio, value $19,592,298.

    13F-HR 0002047823-25-000001 filed by Finley Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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