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Disclosery

Intrua Financial, LLC: IWM position timeline

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

Intrua Financial, LLC held 5,345 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,345 shares
    Change vs previous 13F -7,601 shares

    0.15% of the 13F portfolio, value $1,605,993.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, 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 12,946 shares
    Change vs previous 13F +8,070 shares

    0.34% of the 13F portfolio, value $3,210,608.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, 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 4,876 shares
    Change vs previous 13F +19 shares

    0.13% of the 13F portfolio, value $1,200,241.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, 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 4,857 shares
    Change vs previous 13F +268 shares

    0.14% of the 13F portfolio, value $1,175,262.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, 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 4,589 shares
    Change vs previous 13F -7,640 shares

    0.14% of the 13F portfolio, value $990,336.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, 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 12,229 shares
    Change vs previous 13F -13,221 shares

    0.38% of the 13F portfolio, value $2,439,512.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, 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 25,450 shares
    Change vs previous 13F +14,511 shares

    0.91% of the 13F portfolio, value $5,623,338.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, 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 10,939 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,416,295.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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