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Disclosery

McCarthy & Cox: IWM position timeline

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

McCarthy & Cox held 0 IWM shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,271 shares

    13F-HR 0002020726-26-000001 filed by McCarthy & Cox
    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.

  2. period ended2025-09-30
    13F 2,271 shares
    Change vs previous 13F -118 shares

    0.13% of the 13F portfolio, value $549,417.

    13F-HR 0001085146-25-005934 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,389 shares
    Change vs previous 13F -235 shares

    0.14% of the 13F portfolio, value $515,600.

    13F-HR 0001085146-25-003867 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,624 shares
    Change vs previous 13F +134 shares

    0.23% of the 13F portfolio, value $523,451.

    13F-HR 0001085146-25-002083 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 2,490 shares
    Change vs previous 13F -223 shares

    0.19% of the 13F portfolio, value $550,105.

    13F-HR 0001085146-25-000278 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 2,713 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $599,307.

    13F-HR 0001085146-24-004832 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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