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Kiker Wealth Management, LLC: IWM position timeline

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

Kiker Wealth Management, LLC held 60,644 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 60,644 shares
    Change vs previous 13F -2,281 shares

    7.11% of the 13F portfolio, value $18,220,378.

    13F-HR 0001398344-26-013152 filed by Kiker 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 62,925 shares
    Change vs previous 13F +61,603 shares

    7.45% of the 13F portfolio, value $15,605,304.

    13F-HR 0001398344-26-008468 filed by Kiker 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 1,322 shares
    Change vs previous 13F -53,312 shares

    10.79% of the 13F portfolio, value $325,424.

    13F-HR 0001398344-26-001659 filed by Kiker 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 54,634 shares
    Change vs previous 13F -1,333 shares

    6.68% of the 13F portfolio, value $13,219,124.

    13F-HR 0001398344-25-019800 filed by Kiker 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 55,967 shares
    Change vs previous 13F +5,305 shares

    6.81% of the 13F portfolio, value $12,077,018.

    13F-HR 0001398344-25-013845 filed by Kiker 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 50,662 shares
    Change vs previous 13F +1,531 shares

    6.9% of the 13F portfolio, value $10,106,567.

    13F-HR 0001398344-25-009691 filed by Kiker 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 49,131 shares
    Change vs previous 13F not available

    8.79% of the 13F portfolio, value $10,855,927.

    13F-HR 0001398344-25-002402 filed by Kiker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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