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Disclosery

Lake Hills Wealth Management, LLC: IWM position timeline

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

Lake Hills Wealth Management, LLC held 0 IWM shares at 2025-09-30 per its 13F-HR filed 2025-10-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -79,743 shares

    13F-HR 0001214659-25-014903 filed by Lake Hills Wealth Management, LLC
    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.

  2. period ended2025-06-30
    13F 79,743 shares
    Change vs previous 13F +79,743 shares

    9.85% of the 13F portfolio, value $17,207,742.

    13F-HR 0001214659-25-010197 filed by Lake Hills 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -6,819 shares

    13F-HR 0001214659-25-005776 filed by Lake Hills Wealth Management, LLC
    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.

  4. period ended2024-12-31
    13F 6,819 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,506,726.

    13F-HR 0001214659-25-000884 filed by Lake Hills Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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