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Disclosery

HORAN Wealth, LLC: IWM position timeline

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

HORAN Wealth, LLC held 6,587 IWM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 6,587 shares
    Change vs previous 13F -6,233 shares

    0.25% of the 13F portfolio, value $1,978,944.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, 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 12,820 shares
    Change vs previous 13F +6,410 shares

    0.3% of the 13F portfolio, value $3,160,614.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, 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 6,410 shares
    Change vs previous 13F +17 shares

    0.24% of the 13F portfolio, value $1,577,836.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, 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 6,393 shares
    Change vs previous 13F +5,050 shares

    0.24% of the 13F portfolio, value $1,546,795.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, 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 1,343 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $289,806.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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