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Litman Gregory Wealth Management LLC: IWM position timeline

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

Litman Gregory Wealth Management LLC held 70,345 IWM shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 70,345 shares
    Change vs previous 13F -4,587 shares

    1.27% of the 13F portfolio, value $17,316,029.

    13F-HR 0001214659-26-001595 filed by Litman Gregory 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 ended2025-09-30
    13F 74,932 shares
    Change vs previous 13F -1,061 shares

    1.35% of the 13F portfolio, value $18,130,452.

    13F-HR 0001214659-25-014997 filed by Litman Gregory 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 ended2025-06-30
    13F 75,993 shares
    Change vs previous 13F -9,021 shares

    1.29% of the 13F portfolio, value $16,398,445.

    13F-HR 0001214659-25-010805 filed by Litman Gregory 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 ended2025-03-31
    13F 85,014 shares
    Change vs previous 13F -26,233 shares

    1.45% of the 13F portfolio, value $16,959,365.

    13F-HR 0001214659-25-006850 filed by Litman Gregory 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 ended2024-12-31
    13F 111,247 shares
    Change vs previous 13F -9,449 shares

    2.13% of the 13F portfolio, value $24,581,087.

    13F-HR 0001214659-25-001263 filed by Litman Gregory 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 ended2024-09-30
    13F 120,696 shares
    Change vs previous 13F -769 shares

    2.23% of the 13F portfolio, value $26,660,638.

    13F-HR 0001214659-24-017769 filed by Litman Gregory 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 ended2024-06-30
    13F 121,465 shares
    Change vs previous 13F +3,810 shares

    2.19% of the 13F portfolio, value $24,644,057.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 117,655 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $24,742,774.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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