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L. Roy Papp & Associates, LLP: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L. Roy Papp & Associates, LLP on IWM, newest first. How the timeline and the estimate are built.

L. Roy Papp & Associates, LLP held 1,480 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,480 shares
    Change vs previous 13F +563 shares

    0.05% of the 13F portfolio, value $444,666.

    13F-HR 0002085853-26-000813 filed by L. Roy Papp & Associates, LLP
    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 917 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $227,416.

    13F-HR 0002085853-26-000370 filed by L. Roy Papp & Associates, LLP
    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 917 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $225,729.

    13F-HR 0002085853-26-000127 filed by L. Roy Papp & Associates, LLP
    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 917 shares
    Change vs previous 13F +917 shares

    0.02% of the 13F portfolio, value $221,878.

    13F-HR 0002085853-25-000051 filed by L. Roy Papp & Associates, LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,046 shares

    13F-HR 0001667731-25-000413 filed by L. Roy Papp & Associates, LLP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 1,046 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $231,125.

    13F-HR 0001667731-25-000155 filed by L. Roy Papp & Associates, LLP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,046 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $231,051.

    13F-HR 0000809339-24-000006 filed by L. Roy Papp & Associates, LLP
    Filed (acceptance time not in the bulk data set), ingested

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