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GILPIN WEALTH MANAGEMENT, LLC: IWM position timeline

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

GILPIN WEALTH MANAGEMENT, LLC held 3,028 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,028 shares
    Change vs previous 13F -25 shares

    0.57% of the 13F portfolio, value $841,451.

    13F-HR 0002058144-26-000008 filed by GILPIN WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,053 shares
    Change vs previous 13F -15 shares

    0.63% of the 13F portfolio, value $917,274.

    13F-HR 0002058144-26-000006 filed by GILPIN WEALTH 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 ended2026-03-31
    13F 3,068 shares
    Change vs previous 13F -40 shares

    0.6% of the 13F portfolio, value $760,864.

    13F-HR 0002058144-26-000004 filed by GILPIN WEALTH 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 ended2025-12-31
    13F 3,108 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $765,066.

    13F-HR 0002058144-26-000002 filed by GILPIN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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