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Lindbrook Capital, LLC: IWM position timeline

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

Lindbrook Capital, LLC held 35,285 IWM shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 35,285 shares
    Change vs previous 13F -3,227 shares

    0.65% of the 13F portfolio, value $7,038,941.

    13F-HR 0001767045-25-000002 filed by Lindbrook 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 ended2024-12-31
    13F 38,512 shares
    Change vs previous 13F -835 shares

    0.77% of the 13F portfolio, value $8,509,541.

    13F-HR 0001767045-25-000001 filed by Lindbrook 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 ended2024-09-30
    13F 39,347 shares
    Change vs previous 13F -821 shares

    0.77% of the 13F portfolio, value $8,691,288.

    13F-HR 0001767045-24-000006 filed by Lindbrook 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 ended2024-06-30
    13F 40,168 shares
    Change vs previous 13F -6,191 shares

    0.77% of the 13F portfolio, value $8,149,621.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 46,359 shares
    Change vs previous 13F -1,564 shares

    0.91% of the 13F portfolio, value $9,749,231.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 47,923 shares
    Change vs previous 13F -388 shares

    0.96% of the 13F portfolio, value $9,618,561.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 48,311 shares
    Change vs previous 13F -2,038 shares

    0.96% of the 13F portfolio, value $8,538,430.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 50,349 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $9,428,797.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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