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Inman Jager Wealth Management, LLC: IWM position timeline

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

Inman Jager Wealth Management, LLC held 16,071 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,071 shares
    Change vs previous 13F -229 shares

    2.57% of the 13F portfolio, value $4,828,532.

    13F-HR 0001951757-26-001160 filed by Inman Jager 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 16,300 shares
    Change vs previous 13F -314 shares

    2.36% of the 13F portfolio, value $4,042,400.

    13F-HR 0001951757-26-000715 filed by Inman Jager 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 16,614 shares
    Change vs previous 13F -116 shares

    2.5% of the 13F portfolio, value $4,089,702.

    13F-HR 0001951757-26-000302 filed by Inman Jager 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 16,730 shares
    Change vs previous 13F -866 shares

    2.58% of the 13F portfolio, value $4,047,991.

    13F-HR 0001951757-25-001260 filed by Inman Jager 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 17,596 shares
    Change vs previous 13F -199 shares

    2.57% of the 13F portfolio, value $3,797,041.

    13F-HR 0001951757-25-000949 filed by Inman Jager 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 17,795 shares
    Change vs previous 13F -465 shares

    2.66% of the 13F portfolio, value $3,549,925.

    13F-HR 0001951757-25-000436 filed by Inman Jager 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 18,260 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $4,034,730.

    13F-HR 0001951757-25-000139 filed by Inman Jager Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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