MARSHALL & SULLIVAN INC /WA/: IWM position timeline

MARSHALL & SULLIVAN INC /WA/ held 112,021 IWM shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 112,021 shares

   Change vs previous 13F -142 shares

   12.57% of the 13F portfolio, value $27,104,602.

   13F-HR 0001420506-25-002850 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 112,163 shares

   Change vs previous 13F -1,361 shares

   11.63% of the 13F portfolio, value $24,203,654.

   13F-HR 0001420506-25-001492 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 113,524 shares

   Change vs previous 13F -2,341 shares

   11.49% of the 13F portfolio, value $22,646,903.

   13F-HR 0001420506-25-000751 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 115,865 shares

   Change vs previous 13F +1,965 shares

   12.51% of the 13F portfolio, value $25,601,531.

   13F-HR 0001420506-25-000019 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 113,900 shares

   Change vs previous 13F -1,583 shares

   12.08% of the 13F portfolio, value $25,159,371.

   13F-HR 0001420506-24-002085 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 115,483 shares

   Change vs previous 13F +852 shares

   11.7% of the 13F portfolio, value $23,430,346.

   13F-HR 0001420506-24-001102 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2024-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 114,631 shares

   Change vs previous 13F +59 shares

   11.93% of the 13F portfolio, value $24,106,900.

   13F-HR 0001420506-24-000573 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 114,572 shares

   Change vs previous 13F not available

   12.15% of the 13F portfolio, value $22,995,747.

   13F-HR 0001420506-24-000019 filed by MARSHALL & SULLIVAN INC /WA/
   Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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