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Disclosery

Gilbert & Cook, Inc.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gilbert & Cook, Inc. on IWM, newest first. How the timeline and the estimate are built.

Gilbert & Cook, Inc. held 35,808 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,808 shares
    Change vs previous 13F -715 shares

    1.24% of the 13F portfolio, value $10,758,408.

    13F-HR 0001675762-26-000004 filed by Gilbert & Cook, Inc.
    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 36,523 shares
    Change vs previous 13F -756 shares

    1.17% of the 13F portfolio, value $9,057,692.

    13F-HR 0001675762-26-000003 filed by Gilbert & Cook, Inc.
    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 37,279 shares
    Change vs previous 13F -5,141 shares

    1.15% of the 13F portfolio, value $9,176,481.

    13F-HR 0001675762-26-000001 filed by Gilbert & Cook, Inc.
    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 42,420 shares
    Change vs previous 13F -1,925 shares

    1.32% of the 13F portfolio, value $10,264,052.

    13F-HR 0001675762-25-000002 filed by Gilbert & Cook, Inc.
    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 44,345 shares
    Change vs previous 13F -3,517 shares

    1.29% of the 13F portfolio, value $9,569,168.

    13F-HR 0001765380-25-000281 filed by Gilbert & Cook, Inc.
    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 47,862 shares
    Change vs previous 13F -20,254 shares

    1.38% of the 13F portfolio, value $9,547,908.

    13F-HR 0001765380-25-000172 filed by Gilbert & Cook, Inc.
    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 68,116 shares
    Change vs previous 13F -68,890 shares

    2.12% of the 13F portfolio, value $15,050,942.

    13F-HR 0001765380-25-000007 filed by Gilbert & Cook, Inc.
    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 137,006 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $30,263,169.

    13F-HR 0001765380-24-000405 filed by Gilbert & Cook, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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