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Disclosery

Full Sail Capital, LLC: IWM position timeline

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

Full Sail Capital, LLC held 27,676 IWM shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 27,676 shares
    Change vs previous 13F -3,529 shares

    0.37% of the 13F portfolio, value $6,696,485.

    13F-HR 0001757617-25-000003 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 31,205 shares
    Change vs previous 13F +7,223 shares

    0.39% of the 13F portfolio, value $6,733,727.

    13F-HR 0001765380-25-000376 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 23,982 shares
    Change vs previous 13F -47 shares

    0.31% of the 13F portfolio, value $4,784,169.

    13F-HR 0001765380-25-000233 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 24,029 shares
    Change vs previous 13F -2,138 shares

    0.34% of the 13F portfolio, value $5,309,448.

    13F-HR 0001765380-25-000105 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 26,167 shares
    Change vs previous 13F -1,422 shares

    0.37% of the 13F portfolio, value $5,780,029.

    13F-HR 0001765380-24-000453 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 27,589 shares
    Change vs previous 13F +15 shares

    0.38% of the 13F portfolio, value $5,597,532.

    13F-HR 0001765380-24-000363 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 27,574 shares
    Change vs previous 13F -544 shares

    0.4% of the 13F portfolio, value $5,798,812.

    13F-HR 0001765380-24-000223 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 28,118 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $5,643,564.

    13F-HR 0001765380-24-000116 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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