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Lunt Capital Management, Inc.: IWM position timeline

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

Lunt Capital Management, Inc. held 5,935 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,935 shares
    Change vs previous 13F -217 shares

    0.65% of the 13F portfolio, value $1,783,171.

    13F-HR 0001608034-26-000003 filed by Lunt Capital Management, Inc.
    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 6,152 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,525,696.

    13F-HR 0001608034-26-000002 filed by Lunt Capital Management, Inc.
    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 6,152 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,514,376.

    13F-HR 0001608034-26-000001 filed by Lunt Capital Management, Inc.
    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 6,152 shares
    Change vs previous 13F -42 shares

    0.57% of the 13F portfolio, value $1,488,538.

    13F-HR 0001608034-25-000005 filed by Lunt Capital Management, Inc.
    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 6,194 shares
    Change vs previous 13F +3,788 shares

    0.51% of the 13F portfolio, value $1,336,603.

    13F-HR 0001608034-25-000003 filed by Lunt Capital Management, Inc.
    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 2,406 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $479,973.

    13F-HR 0001608034-25-000002 filed by Lunt Capital Management, Inc.
    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 2,406 shares
    Change vs previous 13F +401 shares

    0.21% of the 13F portfolio, value $531,630.

    13F-HR 0001608034-25-000001 filed by Lunt Capital Management, Inc.
    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 2,005 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $442,884.

    13F-HR 0001608034-24-000004 filed by Lunt Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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