FOGEL CAPITAL MANAGEMENT, INC.: IWM position timeline

FOGEL CAPITAL MANAGEMENT, INC. held 7,363 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,363 shares

   Change vs previous 13F +280 shares

   0.89% of the 13F portfolio, value $2,212,213.

   13F-HR 0002011427-26-000006 filed by FOGEL CAPITAL MANAGEMENT, INC.
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,083 shares

   Change vs previous 13F -150 shares

   0.8% of the 13F portfolio, value $1,756,584.

   13F-HR 0002011427-26-000004 filed by FOGEL CAPITAL MANAGEMENT, INC.
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,233 shares

   Change vs previous 13F +580 shares

   0.82% of the 13F portfolio, value $1,780,475.

   13F-HR 0002011427-26-000002 filed by FOGEL CAPITAL MANAGEMENT, INC.
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,653 shares

   Change vs previous 13F +850 shares

   0.74% of the 13F portfolio, value $1,609,760.

   13F-HR 0002011427-25-000004 filed by FOGEL CAPITAL MANAGEMENT, INC.
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,803 shares

   Change vs previous 13F not available

   0.67% of the 13F portfolio, value $1,252,229.

   13F-HR 0001415889-25-020537 filed by FOGEL CAPITAL MANAGEMENT, INC.
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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