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Gotham Asset Management, LLC: IWM position timeline

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

Gotham Asset Management, LLC held 42,430 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,430 shares
    Change vs previous 13F +536 shares

    0.03% of the 13F portfolio, value $12,748,094.

    13F-HR 0001398344-26-014644 filed by Gotham Asset Management, 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 41,894 shares
    Change vs previous 13F +7,027 shares

    0.03% of the 13F portfolio, value $10,389,712.

    13F-HR 0001398344-26-009299 filed by Gotham Asset 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 ended2025-12-31
    13F 34,867 shares
    Change vs previous 13F +8,118 shares

    0.03% of the 13F portfolio, value $8,582,861.

    13F-HR 0001398344-26-003287 filed by Gotham Asset 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 ended2025-09-30
    13F 26,749 shares
    Change vs previous 13F +11,873 shares

    0.03% of the 13F portfolio, value $6,472,188.

    13F-HR 0001398344-25-020991 filed by Gotham Asset Management, 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 14,876 shares
    Change vs previous 13F +4,504 shares

    0.02% of the 13F portfolio, value $3,210,092.

    13F-HR 0001398344-25-015658 filed by Gotham Asset Management, 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 10,372 shares
    Change vs previous 13F +733 shares

    0.02% of the 13F portfolio, value $2,069,110.

    13F-HR 0001398344-25-009635 filed by Gotham Asset Management, 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 9,639 shares
    Change vs previous 13F +3,187 shares

    0.02% of the 13F portfolio, value $2,129,833.

    13F-HR 0001398344-25-002899 filed by Gotham Asset Management, 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 6,452 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,425,182.

    13F-HR 0001398344-24-020856 filed by Gotham Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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