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Disclosery

Geneva Partners, LLC: IWM position timeline

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

Geneva Partners, LLC held 1,955 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,955 shares
    Change vs previous 13F +149 shares

    0.16% of the 13F portfolio, value $587,490.

    13F-HR 0001712671-26-000006 filed by Geneva 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 1,806 shares
    Change vs previous 13F -73 shares

    0.22% of the 13F portfolio, value $447,838.

    13F-HR 0001712671-26-000005 filed by Geneva 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 1,879 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $462,463.

    13F-HR 0001712671-26-000004 filed by Geneva 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 1,878 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $454,493.

    13F-HR 0001712671-25-000006 filed by Geneva 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 1,877 shares
    Change vs previous 13F -2,756 shares

    0.16% of the 13F portfolio, value $405,130.

    13F-HR 0001712671-25-000003 filed by Geneva 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 4,633 shares
    Change vs previous 13F -876 shares

    0.48% of the 13F portfolio, value $924,300.

    13F-HR 0001712671-25-000002 filed by Geneva 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 5,509 shares
    Change vs previous 13F -140 shares

    0.49% of the 13F portfolio, value $1,217,185.

    13F-HR 0001712671-25-000001 filed by Geneva 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 5,649 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,247,724.

    13F-HR 0001712671-24-000005 filed by Geneva Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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