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Disclosery

Newport Capital Group, LLC: IWM position timeline

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

Newport Capital Group, LLC held 33,360 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,360 shares
    Change vs previous 13F -55 shares

    5.63% of the 13F portfolio, value $10,024,860.

    13F-HR 0001869032-26-000004 filed by Newport Capital Group, 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 33,415 shares
    Change vs previous 13F +78 shares

    5.05% of the 13F portfolio, value $8,288,871.

    13F-HR 0001869032-26-000003 filed by Newport Capital Group, 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/A 33,337 shares
    Change vs previous 13F +426 shares

    5.02% of the 13F portfolio, value $8,209,384.

    13F-HR/A 0001869032-26-000002 filed by Newport Capital Group, 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 32,911 shares
    Change vs previous 13F +195 shares

    5.01% of the 13F portfolio, value $7,967,219.

    13F-HR 0001869032-25-000003 filed by Newport Capital Group, 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 32,716 shares
    Change vs previous 13F +932 shares

    4.79% of the 13F portfolio, value $7,063,515.

    13F-HR 0001085146-25-005118 filed by Newport Capital Group, 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 31,784 shares
    Change vs previous 13F +530 shares

    4.57% of the 13F portfolio, value $6,345,040.

    13F-HR 0001085146-25-002159 filed by Newport Capital Group, 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 31,254 shares
    Change vs previous 13F +601 shares

    5.09% of the 13F portfolio, value $6,910,236.

    13F-HR 0001085146-25-000616 filed by Newport Capital Group, 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 30,653 shares
    Change vs previous 13F not available

    4.99% of the 13F portfolio, value $6,770,935.

    13F-HR 0001085146-24-005506 filed by Newport Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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