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Disclosery

NAPATREE CAPITAL LLC: IWM position timeline

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

NAPATREE CAPITAL LLC held 7,295 IWM shares at 2025-03-31 per its 13F-HR filed 2025-05-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 7,295 shares
    Change vs previous 13F +870 shares

    0.82% of the 13F portfolio, value $1,455,280.

    13F-HR 0001951757-25-000496 filed by NAPATREE CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 6,425 shares
    Change vs previous 13F +1,578 shares

    0.83% of the 13F portfolio, value $1,419,668.

    13F-HR 0001951757-25-000239 filed by NAPATREE CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 4,847 shares
    Change vs previous 13F +3,175 shares

    0.75% of the 13F portfolio, value $1,070,654.

    13F-HR 0001951757-24-001196 filed by NAPATREE CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F/A 1,672 shares
    Change vs previous 13F -87 shares

    0.27% of the 13F portfolio, value $339,232.

    13F-HR/A 0001951757-24-000738 filed by NAPATREE CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 1,759 shares
    Change vs previous 13F -23 shares

    0.33% of the 13F portfolio, value $344,588.

    13F-HR 0001951757-24-000474 filed by NAPATREE CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 1,782 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $357,665.

    13F-HR 0001951757-24-000264 filed by NAPATREE CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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