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Disclosery

Genesis Financial Group, LLC: IWM position timeline

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

Genesis Financial Group, LLC held 25,171 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 25,171 shares
    Change vs previous 13F +3,182 shares

    4.92% of the 13F portfolio, value $7,562,728.

    13F-HR 0002097587-26-000004 filed by Genesis Financial Group, 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 21,989 shares
    Change vs previous 13F +4,430 shares

    3.66% of the 13F portfolio, value $5,453,159.

    13F-HR 0002097587-26-000002 filed by Genesis Financial Group, 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 17,559 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $4,322,348.

    13F-HR 0002097587-26-000001 filed by Genesis Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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