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Mine & Arao Wealth Creation & Management, LLC.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mine & Arao Wealth Creation & Management, LLC. on IWM, newest first. How the timeline and the estimate are built.

Mine & Arao Wealth Creation & Management, LLC. held 1,274 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,274 shares
    Change vs previous 13F +3 shares

    0.14% of the 13F portfolio, value $382,685.

    13F-HR 0002085853-26-000829 filed by Mine & Arao Wealth Creation & Management, 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 1,271 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $315,326.

    13F-HR 0002085853-26-000537 filed by Mine & Arao Wealth Creation & Management, 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 1,270 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $312,570.

    13F-HR 0002085853-26-000097 filed by Mine & Arao Wealth Creation & Management, 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 1,267 shares
    Change vs previous 13F -22 shares

    0.12% of the 13F portfolio, value $306,477.

    13F-HR 0002085853-25-000152 filed by Mine & Arao Wealth Creation & Management, 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 1,289 shares
    Change vs previous 13F -98 shares

    0.12% of the 13F portfolio, value $278,167.

    13F-HR 0001667731-25-000998 filed by Mine & Arao Wealth Creation & Management, 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 1,387 shares
    Change vs previous 13F -47 shares

    0.13% of the 13F portfolio, value $276,597.

    13F-HR 0001667731-25-000575 filed by Mine & Arao Wealth Creation & Management, 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 1,434 shares
    Change vs previous 13F -86 shares

    0.15% of the 13F portfolio, value $316,883.

    13F-HR 0001667731-25-000103 filed by Mine & Arao Wealth Creation & Management, LLC.
    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 1,520 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $335,717.

    13F-HR 0001802994-24-000002 filed by Mine & Arao Wealth Creation & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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