McCollum Christoferson Group LLC: IWM position timeline

McCollum Christoferson Group LLC held 1,069 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 1,069 shares

   Change vs previous 13F -21 shares

   0.09% of the 13F portfolio, value $297,064.

   13F-HR 0001727573-26-000012 filed by McCollum Christoferson Group LLC
   Accepted 2026-10-13 16:22:13 UTC, ingested 2026-10-13 16:23:13 UTC

2. period ended2026-06-30

   13F 1,090 shares

   Change vs previous 13F -15 shares

   0.1% of the 13F portfolio, value $327,491.

   13F-HR 0001727573-26-000006 filed by McCollum Christoferson Group LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 1,105 shares

   Change vs previous 13F -417 shares

   0.08% of the 13F portfolio, value $274,040.

   13F-HR 0001727573-26-000004 filed by McCollum Christoferson Group LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 1,522 shares

   Change vs previous 13F +27 shares

   0.11% of the 13F portfolio, value $374,656.

   13F-HR 0001727573-26-000002 filed by McCollum Christoferson Group LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 1,495 shares

   Change vs previous 13F +40 shares

   0.1% of the 13F portfolio, value $361,730.

   13F-HR 0001727573-25-000013 filed by McCollum Christoferson Group LLC
   Filed 2025-11-17 (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).

6. period ended2025-06-30

   13F 1,455 shares

   Change vs previous 13F -82 shares

   0.09% of the 13F portfolio, value $313,974.

   13F-HR 0001727573-25-000011 filed by McCollum Christoferson Group LLC
   Filed 2025-08-13 (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).

7. period ended2025-03-31

   13F 1,537 shares

   Change vs previous 13F +65 shares

   0.09% of the 13F portfolio, value $306,616.

   13F-HR 0001727573-25-000005 filed by McCollum Christoferson Group LLC
   Filed 2025-05-06 (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).

8. period ended2024-12-31

   13F 1,472 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $325,253.

   13F-HR 0001727573-25-000003 filed by McCollum Christoferson Group LLC
   Filed 2025-02-11 (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).