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
- period ended2026-06-3013F 18,212 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,656 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 35,264 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,810 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 39,231 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).