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Disclosery

NEPC LLC: IWM position timeline

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

NEPC LLC held 45,557 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,557 shares
    Change vs previous 13F -5,367 shares

    0.26% of the 13F portfolio, value $13,687,601.

    13F-HR 0000929638-26-003046 filed by NEPC 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 50,924 shares
    Change vs previous 13F +78 shares

    0.25% of the 13F portfolio, value $12,629,152.

    13F-HR 0000929638-26-001872 filed by NEPC 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 50,846 shares
    Change vs previous 13F +149 shares

    0.27% of the 13F portfolio, value $12,516,251.

    13F-HR 0000929638-26-000646 filed by NEPC 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 50,697 shares
    Change vs previous 13F +5,933 shares

    0.32% of the 13F portfolio, value $12,266,646.

    13F-HR 0000929638-25-004272 filed by NEPC 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/A 44,764 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $9,659,624.

    13F-HR 0000929638-25-003024 filed by NEPC 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/A 44,764 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $8,929,971.

    13F-HR 0000929638-25-001891 filed by NEPC 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 44,764 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $9,891,053.

    13F-HR 0000929638-25-000743 filed by NEPC 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 44,764 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $9,887,920.

    13F-HR 0000929638-24-003871 filed by NEPC LLC
    Filed (acceptance time not in the bulk data set), ingested

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