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Disclosery

Millstone Evans Group, LLC: IWM position timeline

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

Millstone Evans Group, LLC held 3,305 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,305 shares
    Change vs previous 13F -143 shares

    0.54% of the 13F portfolio, value $992,987.

    13F-HR 0002041943-26-000003 filed by Millstone Evans Group, 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 3,448 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $855,104.

    13F-HR 0002041943-26-000002 filed by Millstone Evans Group, 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 3,448 shares
    Change vs previous 13F +75 shares

    0.5% of the 13F portfolio, value $848,760.

    13F-HR 0002041943-26-000001 filed by Millstone Evans Group, 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 3,373 shares
    Change vs previous 13F +67 shares

    0.52% of the 13F portfolio, value $816,131.

    13F-HR 0002041943-25-000005 filed by Millstone Evans Group, LLC
    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 3,306 shares
    Change vs previous 13F -270 shares

    0.49% of the 13F portfolio, value $713,402.

    13F-HR 0002041943-25-000003 filed by Millstone Evans Group, LLC
    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 3,576 shares
    Change vs previous 13F +270 shares

    0.48% of the 13F portfolio, value $713,409.

    13F-HR 0002041943-25-000002 filed by Millstone Evans Group, LLC
    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 3,306 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $730,494.

    13F-HR 0002041943-25-000001 filed by Millstone Evans Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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