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HIGHLAND CAPITAL MANAGEMENT, LLC: IWM position timeline

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

HIGHLAND CAPITAL MANAGEMENT, LLC held 5,934 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,934 shares
    Change vs previous 13F -10 shares

    0.08% of the 13F portfolio, value $1,782,871.

    13F-HR 0000860486-26-000005 filed by HIGHLAND 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 5,944 shares
    Change vs previous 13F -2,494 shares

    0.08% of the 13F portfolio, value $1,474,112.

    13F-HR 0000860486-26-000004 filed by HIGHLAND 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 8,438 shares
    Change vs previous 13F +2,480 shares

    0.1% of the 13F portfolio, value $2,077,098.

    13F-HR 0000860486-26-000002 filed by HIGHLAND 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 5,958 shares
    Change vs previous 13F -39 shares

    0.07% of the 13F portfolio, value $1,441,598.

    13F-HR 0000860486-25-000008 filed by HIGHLAND 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 5,997 shares
    Change vs previous 13F -145 shares

    0.07% of the 13F portfolio, value $1,294,092.

    13F-HR 0000860486-25-000005 filed by HIGHLAND 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 6,142 shares
    Change vs previous 13F -23 shares

    0.07% of the 13F portfolio, value $1,225,268.

    13F-HR 0000860486-25-000004 filed by HIGHLAND 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 6,165 shares
    Change vs previous 13F -140 shares

    0.08% of the 13F portfolio, value $1,362,218.

    13F-HR 0000860486-25-000002 filed by HIGHLAND 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 6,305 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,392,712.

    13F-HR 0000860486-24-000005 filed by HIGHLAND CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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