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Disclosery

Fort Point Capital Partners LLC: IWM position timeline

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

Fort Point Capital Partners LLC held 6,294 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,294 shares
    Change vs previous 13F +9 shares

    0.2% of the 13F portfolio, value $1,890,894.

    13F-HR 0001589282-26-000006 filed by Fort Point Capital Partners 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 6,285 shares
    Change vs previous 13F -44 shares

    0.2% of the 13F portfolio, value $1,558,769.

    13F-HR 0001589282-26-000004 filed by Fort Point Capital Partners 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 6,329 shares
    Change vs previous 13F +214 shares

    0.2% of the 13F portfolio, value $1,680,305.

    13F-HR 0001589282-26-000002 filed by Fort Point Capital Partners 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 6,115 shares
    Change vs previous 13F -14,074 shares

    0.19% of the 13F portfolio, value $1,479,667.

    13F-HR 0001589282-25-000005 filed by Fort Point Capital Partners 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 20,189 shares
    Change vs previous 13F -2,156 shares

    0.44% of the 13F portfolio, value $4,356,633.

    13F-HR 0001879202-25-000030 filed by Fort Point Capital Partners 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 22,345 shares
    Change vs previous 13F -6,321 shares

    0.5% of the 13F portfolio, value $4,457,606.

    13F-HR 0001879202-25-000016 filed by Fort Point Capital Partners 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 28,666 shares
    Change vs previous 13F +503 shares

    0.71% of the 13F portfolio, value $6,334,135.

    13F-HR 0001879202-25-000002 filed by Fort Point Capital Partners 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 28,163 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $6,220,966.

    13F-HR 0001879202-24-000058 filed by Fort Point Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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