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KENNEDY INVESTMENT GROUP, INC.: IWM position timeline

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

KENNEDY INVESTMENT GROUP, INC. held 730 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 730 shares
    Change vs previous 13F -115 shares

    0.07% of the 13F portfolio, value $219,305.

    13F-HR 0001951757-26-001080 filed by KENNEDY INVESTMENT GROUP, INC.
    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 845 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $209,644.

    13F-HR 0001951757-26-000690 filed by KENNEDY INVESTMENT GROUP, INC.
    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 844 shares
    Change vs previous 13F -7 shares

    0.08% of the 13F portfolio, value $207,738.

    13F-HR 0001951757-26-000381 filed by KENNEDY INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 851 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $205,972.

    13F-HR 0001951757-25-001200 filed by KENNEDY INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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