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Disclosery

GEM Asset Management, LLC: IWM position timeline

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

GEM Asset Management, LLC held 10,908 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,908 shares
    Change vs previous 13F +9 shares

    1.29% of the 13F portfolio, value $3,277,190.

    13F-HR 0000905729-26-000138 filed by GEM Asset Management, 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 10,899 shares
    Change vs previous 13F +7 shares

    1.19% of the 13F portfolio, value $2,702,903.

    13F-HR 0000905729-26-000081 filed by GEM Asset Management, 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 10,892 shares
    Change vs previous 13F -78 shares

    1.24% of the 13F portfolio, value $2,782,720.

    13F-HR 0000905729-26-000015 filed by GEM Asset Management, 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 10,970 shares
    Change vs previous 13F +916 shares

    1.27% of the 13F portfolio, value $2,678,430.

    13F-HR 0000905729-25-000175 filed by GEM Asset Management, 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 10,054 shares
    Change vs previous 13F +459 shares

    1.13% of the 13F portfolio, value $2,209,062.

    13F-HR 0000905729-25-000118 filed by GEM Asset Management, 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 9,595 shares
    Change vs previous 13F +106 shares

    1.07% of the 13F portfolio, value $1,914,242.

    13F-HR 0000905729-25-000074 filed by GEM Asset Management, 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 9,489 shares
    Change vs previous 13F +181 shares

    1.17% of the 13F portfolio, value $2,096,749.

    13F-HR 0000905729-25-000019 filed by GEM Asset Management, 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 9,308 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,023,866.

    13F-HR 0000905729-24-000157 filed by GEM Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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