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Disclosery

Madrid Financial Services: IWM position timeline

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

Madrid Financial Services held 24,438 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,438 shares
    Change vs previous 13F +934 shares

    3.89% of the 13F portfolio, value $7,342,456.

    13F-HR 0002135336-26-000007 filed by Madrid Financial Services
    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 23,504 shares
    Change vs previous 13F +23,504 shares

    3.44% of the 13F portfolio, value $5,828,938.

    13F-HR 0002135336-26-000002 filed by Madrid Financial Services
    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 0 shares
    Change vs previous 13F -5,204 shares

    13F-HR 0002135336-26-000017 filed by Madrid Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 5,204 shares
    Change vs previous 13F -43,753 shares

    0.79% of the 13F portfolio, value $1,259,206.

    13F-HR 0002135336-26-000016 filed by Madrid Financial Services
    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 48,957 shares
    Change vs previous 13F -331 shares

    7.16% of the 13F portfolio, value $10,564,535.

    13F-HR 0002135336-26-000015 filed by Madrid Financial Services
    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 49,288 shares
    Change vs previous 13F +44,605 shares

    7.16% of the 13F portfolio, value $9,832,426.

    13F-HR 0002135336-26-000014 filed by Madrid Financial Services
    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 4,683 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,034,827.

    13F-HR 0002135336-26-000013 filed by Madrid Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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