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Disclosery

JBR Co Financial Management Inc: IWM position timeline

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

JBR Co Financial Management Inc held 915 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 915 shares
    Change vs previous 13F -235 shares

    0.1% of the 13F portfolio, value $273,878.

    13F-HR 0001214659-26-012781 filed by JBR Co Financial Management Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,150 shares
    Change vs previous 13F -340 shares

    0.13% of the 13F portfolio, value $345,518.

    13F-HR 0001214659-26-008370 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,490 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $366,778.

    13F-HR 0001214659-26-004443 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,490 shares
    Change vs previous 13F +16 shares

    0.15% of the 13F portfolio, value $366,778.

    13F-HR 0001214659-26-000146 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,474 shares
    Change vs previous 13F +235 shares

    0.15% of the 13F portfolio, value $356,649.

    13F-HR 0001214659-25-014902 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,239 shares
    Change vs previous 13F -210 shares

    0.13% of the 13F portfolio, value $267,364.

    13F-HR 0001214659-25-011968 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,449 shares
    Change vs previous 13F +44 shares

    0.17% of the 13F portfolio, value $289,061.

    13F-HR 0001214659-25-006138 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,405 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $310,449.

    13F-HR 0001214659-25-001758 filed by JBR Co Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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