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Disclosery

Howard Capital Management, LLC: IWM position timeline

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

Howard Capital Management, LLC held 38,099 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,099 shares
    Change vs previous 13F -884 shares

    0.14% of the 13F portfolio, value $11,446,739.

    13F-HR 0001733173-26-000004 filed by Howard 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 38,983 shares
    Change vs previous 13F -2,450 shares

    0.16% of the 13F portfolio, value $9,667,728.

    13F-HR 0001733173-26-000003 filed by Howard 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 41,433 shares
    Change vs previous 13F +1,162 shares

    0.13% of the 13F portfolio, value $10,199,153.

    13F-HR 0001733173-26-000001 filed by Howard 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 40,271 shares
    Change vs previous 13F -313 shares

    0.13% of the 13F portfolio, value $9,743,989.

    13F-HR 0001733173-25-000002 filed by Howard 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 40,584 shares
    Change vs previous 13F -291 shares

    0.13% of the 13F portfolio, value $8,757,557.

    13F-HR 0001085146-25-004433 filed by Howard 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 40,875 shares
    Change vs previous 13F -667 shares

    0.2% of the 13F portfolio, value $8,154,145.

    13F-HR 0001085146-25-002748 filed by Howard 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 41,542 shares
    Change vs previous 13F +215 shares

    0.14% of the 13F portfolio, value $9,179,160.

    13F-HR 0001085146-25-000722 filed by Howard 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 41,327 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $9,128,804.

    13F-HR 0001085146-24-005509 filed by Howard Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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