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MAINSAIL ASSET MANAGEMENT, LLC: IWM position timeline

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

MAINSAIL ASSET MANAGEMENT, LLC held 2,490 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,490 shares
    Change vs previous 13F -21 shares

    0.29% of the 13F portfolio, value $732,025.

    13F-HR 0002016972-26-000008 filed by MAINSAIL ASSET 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 2,511 shares
    Change vs previous 13F +32 shares

    0.28% of the 13F portfolio, value $622,657.

    13F-HR 0002016972-26-000005 filed by MAINSAIL ASSET 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 2,479 shares
    Change vs previous 13F +8 shares

    0.26% of the 13F portfolio, value $610,278.

    13F-HR 0002016972-26-000003 filed by MAINSAIL ASSET 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 2,471 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $597,849.

    13F-HR 0002016972-25-000011 filed by MAINSAIL ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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