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Guided Capital Wealth Management, LLC: IWM position timeline

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

Guided Capital Wealth Management, LLC held 17,691 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,691 shares
    Change vs previous 13F -7,197 shares

    3.11% of the 13F portfolio, value $5,315,261.

    13F-HR 0001951757-26-001037 filed by Guided Capital Wealth 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 24,888 shares
    Change vs previous 13F -7,861 shares

    4.07% of the 13F portfolio, value $6,172,224.

    13F-HR 0001951757-26-000763 filed by Guided Capital 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 ended2025-12-31
    13F 32,749 shares
    Change vs previous 13F -117 shares

    5.65% of the 13F portfolio, value $8,061,494.

    13F-HR 0001951757-26-000160 filed by Guided Capital 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 ended2025-09-30
    13F 32,866 shares
    Change vs previous 13F +443 shares

    6.82% of the 13F portfolio, value $7,952,257.

    13F-HR 0001849618-25-000005 filed by Guided Capital Wealth 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 32,423 shares
    Change vs previous 13F -278 shares

    5.39% of the 13F portfolio, value $6,996,559.

    13F-HR 0001667731-25-000771 filed by Guided Capital Wealth 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 32,701 shares
    Change vs previous 13F +9,137 shares

    5.45% of the 13F portfolio, value $6,523,516.

    13F-HR 0001667731-25-000466 filed by Guided Capital Wealth 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 23,564 shares
    Change vs previous 13F not available

    4.77% of the 13F portfolio, value $5,206,713.

    13F-HR 0001667731-25-000152 filed by Guided Capital Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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