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MONETARY MANAGEMENT GROUP INC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONETARY MANAGEMENT GROUP INC on IWM, newest first. How the timeline and the estimate are built.

MONETARY MANAGEMENT GROUP INC held 7,680 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,680 shares
    Change vs previous 13F +500 shares

    0.47% of the 13F portfolio, value $2,307,456.

    13F-HR 0001214659-26-009971 filed by MONETARY MANAGEMENT GROUP INC
    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 7,180 shares
    Change vs previous 13F +265 shares

    0.43% of the 13F portfolio, value $1,780,640.

    13F-HR 0001214659-26-006077 filed by MONETARY MANAGEMENT GROUP INC
    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 6,915 shares
    Change vs previous 13F -150 shares

    0.39% of the 13F portfolio, value $1,702,196.

    13F-HR 0001214659-26-001476 filed by MONETARY MANAGEMENT GROUP INC
    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 7,065 shares
    Change vs previous 13F +1,250 shares

    0.39% of the 13F portfolio, value $1,709,447.

    13F-HR 0001214659-25-016301 filed by MONETARY MANAGEMENT GROUP INC
    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 5,815 shares
    Change vs previous 13F -125 shares

    0.31% of the 13F portfolio, value $1,254,819.

    13F-HR 0001214659-25-012119 filed by MONETARY MANAGEMENT GROUP INC
    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 5,940 shares
    Change vs previous 13F -112 shares

    0.32% of the 13F portfolio, value $1,184,971.

    13F-HR 0001214659-25-007559 filed by MONETARY MANAGEMENT GROUP INC
    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 6,052 shares
    Change vs previous 13F +55 shares

    0.35% of the 13F portfolio, value $1,337,250.

    13F-HR 0001214659-25-002536 filed by MONETARY MANAGEMENT GROUP INC
    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 5,997 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,324,677.

    13F-HR 0001214659-24-018830 filed by MONETARY MANAGEMENT GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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