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Disclosery

Harvest Investment Services, LLC: IWM position timeline

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

Harvest Investment Services, LLC held 13,156 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 13,156 shares
    Change vs previous 13F +1,244 shares

    0.61% of the 13F portfolio, value $3,952,867.

    13F-HR 0001172661-26-003722 filed by Harvest Investment Services, 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 11,912 shares
    Change vs previous 13F +3,050 shares

    0.54% of the 13F portfolio, value $2,954,418.

    13F-HR 0001172661-26-001993 filed by Harvest Investment Services, 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 8,862 shares
    Change vs previous 13F -916 shares

    0.41% of the 13F portfolio, value $2,181,394.

    13F-HR 0001172661-26-000947 filed by Harvest Investment Services, 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 9,778 shares
    Change vs previous 13F -564 shares

    0.48% of the 13F portfolio, value $2,365,886.

    13F-HR 0001172661-25-005197 filed by Harvest Investment Services, 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 10,342 shares
    Change vs previous 13F +4,008 shares

    0.5% of the 13F portfolio, value $2,231,738.

    13F-HR 0001172661-25-003378 filed by Harvest Investment Services, 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 6,334 shares
    Change vs previous 13F -3,515 shares

    0.35% of the 13F portfolio, value $1,263,664.

    13F-HR 0001172661-25-002049 filed by Harvest Investment Services, 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 9,849 shares
    Change vs previous 13F +522 shares

    0.53% of the 13F portfolio, value $2,176,283.

    13F-HR 0001172661-25-000962 filed by Harvest Investment Services, 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 9,327 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,060,306.

    13F-HR 0001172661-24-005279 filed by Harvest Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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