Skip to content
Disclosery

Lionshead Wealth Management, LLC: IWM position timeline

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

Lionshead Wealth Management, LLC held 3,252 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,252 shares
    Change vs previous 13F -28 shares

    0.63% of the 13F portfolio, value $977,276.

    13F-HR 0001172661-26-002858 filed by Lionshead Wealth 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 3,280 shares
    Change vs previous 13F -50 shares

    0.6% of the 13F portfolio, value $813,518.

    13F-HR 0001172661-26-001647 filed by Lionshead 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 ended2025-12-31
    13F 3,330 shares
    Change vs previous 13F +1 shares

    0.62% of the 13F portfolio, value $819,694.

    13F-HR 0001172661-26-000174 filed by Lionshead Wealth 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 3,329 shares
    Change vs previous 13F +60 shares

    0.64% of the 13F portfolio, value $805,533.

    13F-HR 0001172661-25-004243 filed by Lionshead Wealth 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 3,269 shares
    Change vs previous 13F -2,614 shares

    0.65% of the 13F portfolio, value $705,459.

    13F-HR 0001172661-25-003032 filed by Lionshead Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,883 shares
    Change vs previous 13F -2,197 shares

    1.22% of the 13F portfolio, value $1,173,729.

    13F-HR 0001172661-25-001823 filed by Lionshead Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,080 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,785,671.

    13F-HR 0001172661-25-001094 filed by Lionshead Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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