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HOWARD WEALTH MANAGEMENT, LLC: IWM position timeline

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

HOWARD WEALTH MANAGEMENT, LLC held 3,132 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 3,132 shares
    Change vs previous 13F -21 shares

    0.35% of the 13F portfolio, value $941,254.

    13F-HR 0001172661-26-002706 filed by HOWARD WEALTH 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 3,153 shares
    Change vs previous 13F -117 shares

    0.33% of the 13F portfolio, value $781,957.

    13F-HR 0001172661-26-001654 filed by HOWARD WEALTH 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 3,270 shares
    Change vs previous 13F -59 shares

    0.35% of the 13F portfolio, value $805,005.

    13F-HR 0001172661-26-000394 filed by HOWARD WEALTH 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 3,329 shares
    Change vs previous 13F -6 shares

    0.37% of the 13F portfolio, value $805,575.

    13F-HR 0001172661-25-004531 filed by HOWARD WEALTH 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 3,335 shares
    Change vs previous 13F -237 shares

    0.36% of the 13F portfolio, value $719,640.

    13F-HR 0001172661-25-003008 filed by HOWARD WEALTH 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 3,572 shares
    Change vs previous 13F -213 shares

    0.4% of the 13F portfolio, value $712,683.

    13F-HR 0001172661-25-001746 filed by HOWARD WEALTH 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 3,785 shares
    Change vs previous 13F -445 shares

    0.45% of the 13F portfolio, value $836,409.

    13F-HR 0001172661-25-000423 filed by HOWARD WEALTH 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 4,230 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $934,320.

    13F-HR 0001172661-24-004522 filed by HOWARD WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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