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Disclosery

Miller Investment Management, LP: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Miller Investment Management, LP on IWM, newest first. How the timeline and the estimate are built.

Miller Investment Management, LP held 6,138 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,138 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,844,162.

    13F-HR 0001407382-26-000007 filed by Miller Investment Management, LP
    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 6,138 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,522,224.

    13F-HR 0001407382-26-000005 filed by Miller Investment Management, LP
    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 6,138 shares
    Change vs previous 13F -1,760 shares

    0.15% of the 13F portfolio, value $1,510,930.

    13F-HR 0001407382-26-000002 filed by Miller Investment Management, LP
    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 7,898 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,911,000.

    13F-HR 0001407382-25-000013 filed by Miller Investment Management, LP
    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 7,898 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,704,309.

    13F-HR 0001407382-25-000009 filed by Miller Investment Management, LP
    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 7,898 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,575,572.

    13F-HR 0001407382-25-000005 filed by Miller Investment Management, LP
    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 7,898 shares
    Change vs previous 13F -64 shares

    0.19% of the 13F portfolio, value $1,745,142.

    13F-HR 0001407382-25-000003 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,962 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,758,726.

    13F-HR 0001407382-24-000012 filed by Miller Investment Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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