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LEE JOHNSON CAPITAL MANAGEMENT, LLC: IWM position timeline

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

LEE JOHNSON CAPITAL MANAGEMENT, LLC held 18,212 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,212 shares
    Change vs previous 13F -18,444 shares

    1.71% of the 13F portfolio, value $5,471,795.

    13F-HR 0001674836-26-000007 filed by LEE JOHNSON CAPITAL 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 36,656 shares
    Change vs previous 13F +1,392 shares

    3.26% of the 13F portfolio, value $9,090,688.

    13F-HR 0001674836-26-000005 filed by LEE JOHNSON CAPITAL 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 35,264 shares
    Change vs previous 13F +454 shares

    2.98% of the 13F portfolio, value $8,680,586.

    13F-HR 0001674836-26-000001 filed by LEE JOHNSON CAPITAL 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 34,810 shares
    Change vs previous 13F -4,421 shares

    2.8% of the 13F portfolio, value $8,422,628.

    13F-HR 0001674836-25-000002 filed by LEE JOHNSON CAPITAL 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 39,231 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $8,465,657.

    13F-HR 0001085146-25-003943 filed by LEE JOHNSON CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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