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Disclosery

Fluent Financial, LLC: IWM position timeline

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

Fluent Financial, LLC held 91,126 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,126 shares
    Change vs previous 13F +36,983 shares

    9.77% of the 13F portfolio, value $27,378,807.

    13F-HR 0001722283-26-000004 filed by Fluent 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 54,143 shares
    Change vs previous 13F +5,988 shares

    5.25% of the 13F portfolio, value $14,351,685.

    13F-HR 0001722283-26-000003 filed by Fluent 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 48,155 shares
    Change vs previous 13F +11,747 shares

    4.52% of the 13F portfolio, value $11,853,835.

    13F-HR 0001722283-26-000001 filed by Fluent 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 36,408 shares
    Change vs previous 13F -1,517 shares

    3.45% of the 13F portfolio, value $8,809,280.

    13F-HR 0001085146-25-005912 filed by Fluent 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 37,925 shares
    Change vs previous 13F -621 shares

    3.37% of the 13F portfolio, value $8,183,836.

    13F-HR 0001085146-25-004081 filed by Fluent 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 38,546 shares
    Change vs previous 13F -1,940 shares

    3.35% of the 13F portfolio, value $7,689,542.

    13F-HR 0001085146-25-002030 filed by Fluent 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 40,486 shares
    Change vs previous 13F -3,853 shares

    3.96% of the 13F portfolio, value $8,945,787.

    13F-HR 0001085146-25-001784 filed by Fluent Financial, 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 44,339 shares
    Change vs previous 13F not available

    4.71% of the 13F portfolio, value $9,794,048.

    13F-HR 0001085146-24-004651 filed by Fluent Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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