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Disclosery

GLOBALT Investments LLC / GA: IWM position timeline

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

GLOBALT Investments LLC / GA held 243,530 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 243,530 shares
    Change vs previous 13F -5,200 shares

    2.47% of the 13F portfolio, value $73,168,630.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 248,730 shares
    Change vs previous 13F +3,675 shares

    2.2% of the 13F portfolio, value $61,685,074.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 245,055 shares
    Change vs previous 13F -469 shares

    2.2% of the 13F portfolio, value $60,322,649.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 245,524 shares
    Change vs previous 13F -18,131 shares

    2.17% of the 13F portfolio, value $59,407,051.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 263,655 shares
    Change vs previous 13F -14,507 shares

    2.18% of the 13F portfolio, value $56,894,170.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 278,162 shares
    Change vs previous 13F -2,519 shares

    2.27% of the 13F portfolio, value $55,490,590.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 280,681 shares
    Change vs previous 13F -21,832 shares

    2.37% of the 13F portfolio, value $62,019,274.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 302,513 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $66,822,097.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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