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KAVAR CAPITAL PARTNERS GROUP, LLC: IWM position timeline

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

KAVAR CAPITAL PARTNERS GROUP, LLC held 8,114 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,114 shares
    Change vs previous 13F -2 shares

    0.3% of the 13F portfolio, value $2,437,908.

    13F-HR 0001725547-26-000239 filed by KAVAR CAPITAL PARTNERS GROUP, 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 8,116 shares
    Change vs previous 13F -24 shares

    0.25% of the 13F portfolio, value $2,012,788.

    13F-HR 0001725547-26-000140 filed by KAVAR CAPITAL PARTNERS GROUP, 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 8,140 shares
    Change vs previous 13F -29 shares

    0.28% of the 13F portfolio, value $2,003,742.

    13F-HR 0001725547-26-000033 filed by KAVAR CAPITAL PARTNERS GROUP, 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 8,169 shares
    Change vs previous 13F -44 shares

    0.26% of the 13F portfolio, value $1,976,571.

    13F-HR 0001725547-25-004118 filed by KAVAR CAPITAL PARTNERS GROUP, 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 8,213 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,772,283.

    13F-HR 0001725547-25-003454 filed by KAVAR CAPITAL PARTNERS GROUP, 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 8,213 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,638,411.

    13F-HR 0001725547-25-001451 filed by KAVAR CAPITAL PARTNERS GROUP, 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 8,213 shares
    Change vs previous 13F -70 shares

    0.31% of the 13F portfolio, value $1,814,744.

    13F-HR 0001725547-25-000149 filed by KAVAR CAPITAL PARTNERS GROUP, 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 8,283 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,829,632.

    13F-HR 0001725547-24-006014 filed by KAVAR CAPITAL PARTNERS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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