Gimbal Financial: IWM position timeline

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

Gimbal Financial held 95,751 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 95,751 shares
Change vs previous 13F +91,995 shares
18.29% of the 13F portfolio, value $28,768,376.
13F-HR 0001835206-26-000005 filed by Gimbal Financial
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,756 shares
Change vs previous 13F not available
0.55% of the 13F portfolio, value $908,689.
13F-HR 0001835206-25-000006 filed by Gimbal Financial
Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).