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MOLLER WEALTH PARTNERS: IWM position timeline

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

MOLLER WEALTH PARTNERS held 35,903 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,903 shares
    Change vs previous 13F -958 shares

    1.95% of the 13F portfolio, value $10,787,107.

    13F-HR 0001475271-26-000006 filed by MOLLER WEALTH PARTNERS
    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 36,861 shares
    Change vs previous 13F +3,403 shares

    1.8% of the 13F portfolio, value $9,141,570.

    13F-HR 0001475271-26-000004 filed by MOLLER WEALTH PARTNERS
    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 33,458 shares
    Change vs previous 13F -3,986 shares

    1.72% of the 13F portfolio, value $8,236,063.

    13F-HR 0001475271-26-000002 filed by MOLLER WEALTH PARTNERS
    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 37,444 shares
    Change vs previous 13F -2,028 shares

    1.89% of the 13F portfolio, value $9,059,991.

    13F-HR 0001475271-25-000010 filed by MOLLER WEALTH PARTNERS
    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 39,472 shares
    Change vs previous 13F -138 shares

    1.88% of the 13F portfolio, value $8,517,654.

    13F-HR 0001475271-25-000008 filed by MOLLER WEALTH PARTNERS
    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 39,610 shares
    Change vs previous 13F -88 shares

    1.95% of the 13F portfolio, value $7,901,791.

    13F-HR 0001475271-25-000006 filed by MOLLER WEALTH PARTNERS
    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 39,698 shares
    Change vs previous 13F -1,173 shares

    2.31% of the 13F portfolio, value $8,771,739.

    13F-HR 0001475271-25-000002 filed by MOLLER WEALTH PARTNERS
    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 40,871 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $9,028,064.

    13F-HR 0001475271-24-000010 filed by MOLLER WEALTH PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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