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GENESIS PRIVATE WEALTH, LLC: IWM position timeline

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

GENESIS PRIVATE WEALTH, LLC held 1,552 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,552 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $466,298.

    13F-HR 0001725547-26-000225 filed by GENESIS PRIVATE WEALTH, 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 1,552 shares
    Change vs previous 13F -5,260 shares

    0.12% of the 13F portfolio, value $384,896.

    13F-HR 0001725547-26-000131 filed by GENESIS PRIVATE WEALTH, 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 6,812 shares
    Change vs previous 13F +4,696 shares

    0.52% of the 13F portfolio, value $1,676,842.

    13F-HR 0001725547-26-000004 filed by GENESIS PRIVATE WEALTH, 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 2,116 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $511,987.

    13F-HR 0001725547-25-004097 filed by GENESIS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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