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Disclosery

LPWM LLC: IWM position timeline

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

LPWM LLC held 36,932 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,932 shares
    Change vs previous 13F -645 shares

    2.46% of the 13F portfolio, value $11,096,322.

    13F-HR 0001951757-26-001044 filed by LPWM 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 37,577 shares
    Change vs previous 13F -2,346 shares

    2.35% of the 13F portfolio, value $9,318,989.

    13F-HR 0001951757-26-000557 filed by LPWM 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 39,923 shares
    Change vs previous 13F +4,548 shares

    2.48% of the 13F portfolio, value $9,827,435.

    13F-HR 0001951757-26-000010 filed by LPWM 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 35,375 shares
    Change vs previous 13F +468 shares

    2.28% of the 13F portfolio, value $8,559,285.

    13F-HR 0001951757-25-001174 filed by LPWM 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 34,907 shares
    Change vs previous 13F +3,039 shares

    2.2% of the 13F portfolio, value $7,532,546.

    13F-HR 0001951757-25-000587 filed by LPWM 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 31,868 shares
    Change vs previous 13F +1,189 shares

    2.05% of the 13F portfolio, value $6,357,326.

    13F-HR 0001951757-25-000345 filed by LPWM 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 30,679 shares
    Change vs previous 13F +326 shares

    2.18% of the 13F portfolio, value $6,778,818.

    13F-HR 0001951757-25-000018 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 30,353 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $6,560,113.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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