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HENGEHOLD CAPITAL MANAGEMENT LLC: IWM position timeline

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

HENGEHOLD CAPITAL MANAGEMENT LLC held 100,279 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,279 shares
    Change vs previous 13F +2,617 shares

    2.34% of the 13F portfolio, value $30,128,756.

    13F-HR 0001536430-26-000003 filed by HENGEHOLD CAPITAL 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 97,662 shares
    Change vs previous 13F +1,698 shares

    2.12% of the 13F portfolio, value $24,220,259.

    13F-HR 0001536430-26-000002 filed by HENGEHOLD CAPITAL 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 95,964 shares
    Change vs previous 13F +3,760 shares

    1.99% of the 13F portfolio, value $23,622,561.

    13F-HR 0001536430-26-000001 filed by HENGEHOLD CAPITAL 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 92,204 shares
    Change vs previous 13F +436 shares

    1.9% of the 13F portfolio, value $22,309,706.

    13F-HR 0001536430-25-000003 filed by HENGEHOLD CAPITAL 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 91,768 shares
    Change vs previous 13F +505 shares

    1.8% of the 13F portfolio, value $19,802,670.

    13F-HR 0001085146-25-003918 filed by HENGEHOLD CAPITAL 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 91,263 shares
    Change vs previous 13F -50,265 shares

    1.73% of the 13F portfolio, value $18,205,990.

    13F-HR 0001085146-25-002168 filed by HENGEHOLD CAPITAL 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 141,528 shares
    Change vs previous 13F +3,550 shares

    2.94% of the 13F portfolio, value $31,272,018.

    13F-HR 0001085146-25-000313 filed by HENGEHOLD CAPITAL 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 137,978 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $30,477,898.

    13F-HR 0001085146-24-004960 filed by HENGEHOLD CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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