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Disclosery

Independent Family Office, LLC: IWM position timeline

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

Independent Family Office, LLC held 33,011 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,011 shares
    Change vs previous 13F 0 shares

    3.98% of the 13F portfolio, value $9,918,155.

    13F-HR 0001951757-26-001227 filed by Independent Family Office, 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 33,011 shares
    Change vs previous 13F 0 shares

    3.37% of the 13F portfolio, value $8,186,728.

    13F-HR 0001951757-26-000873 filed by Independent Family Office, 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 33,011 shares
    Change vs previous 13F 0 shares

    3.39% of the 13F portfolio, value $8,125,988.

    13F-HR 0001951757-26-000462 filed by Independent Family Office, 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 33,011 shares
    Change vs previous 13F -5,377 shares

    3.38% of the 13F portfolio, value $7,987,342.

    13F-HR 0001951757-25-001422 filed by Independent Family Office, 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 38,388 shares
    Change vs previous 13F 0 shares

    3.84% of the 13F portfolio, value $8,283,747.

    13F-HR 0001951757-25-001072 filed by Independent Family Office, 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 38,388 shares
    Change vs previous 13F -23 shares

    4.03% of the 13F portfolio, value $7,658,022.

    13F-HR 0001951757-25-000549 filed by Independent Family Office, 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 38,411 shares
    Change vs previous 13F -900 shares

    4.41% of the 13F portfolio, value $8,487,294.

    13F-HR 0001951757-25-000227 filed by Independent Family Office, 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 39,311 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $8,681,474.

    13F-HR 0001951757-24-001205 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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