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Disclosery

New Perspectives, Inc: IWM position timeline

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

New Perspectives, Inc held 64,653 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,653 shares
    Change vs previous 13F +2,067 shares

    5.96% of the 13F portfolio, value $19,425,015.

    13F-HR 0001909565-26-000005 filed by New Perspectives, 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 62,586 shares
    Change vs previous 13F +2,232 shares

    5.38% of the 13F portfolio, value $15,521,346.

    13F-HR 0001909565-26-000004 filed by New Perspectives, 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 60,354 shares
    Change vs previous 13F +1,492 shares

    5.15% of the 13F portfolio, value $14,856,758.

    13F-HR 0001909565-26-000001 filed by New Perspectives, 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 58,862 shares
    Change vs previous 13F +2,032 shares

    6.38% of the 13F portfolio, value $14,242,267.

    13F-HR 0001909565-25-000006 filed by New Perspectives, 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 56,830 shares
    Change vs previous 13F -9,773 shares

    6.07% of the 13F portfolio, value $12,263,346.

    13F-HR 0001909565-25-000005 filed by New Perspectives, 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 66,603 shares
    Change vs previous 13F +2,690 shares

    7.09% of the 13F portfolio, value $13,286,632.

    13F-HR 0001909565-25-000004 filed by New Perspectives, 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 63,913 shares
    Change vs previous 13F +1,633 shares

    7.57% of the 13F portfolio, value $14,122,216.

    13F-HR 0001909565-25-000001 filed by New Perspectives, 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 62,280 shares
    Change vs previous 13F not available

    7.33% of the 13F portfolio, value $13,757,029.

    13F-HR 0001909565-24-000003 filed by New Perspectives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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