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Disclosery

Kingfisher Capital LLC: IWM position timeline

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

Kingfisher Capital LLC held 37,261 IWM shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 37,261 shares
    Change vs previous 13F -1,411 shares

    1.88% of the 13F portfolio, value $8,230,511.

    13F-HR 0001376474-24-000687 filed by Kingfisher Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 38,672 shares
    Change vs previous 13F -1,622 shares

    1.83% of the 13F portfolio, value $7,846,000.

    13F-HR 0001376474-24-000455 filed by Kingfisher Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 40,294 shares
    Change vs previous 13F +6 shares

    2.04% of the 13F portfolio, value $8,474,000.

    13F-HR 0000909012-24-000063 filed by Kingfisher Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 40,288 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $8,086,000.

    13F-HR 0000909012-24-000031 filed by Kingfisher Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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