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Next Capital Management LLC: IWM position timeline

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

Next Capital Management LLC held 4,448 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,448 shares
    Change vs previous 13F -103 shares

    0.36% of the 13F portfolio, value $1,336,459.

    13F-HR 0001437749-26-025432 filed by Next Capital Management 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 4,551 shares
    Change vs previous 13F +110 shares

    0.34% of the 13F portfolio, value $1,128,716.

    13F-HR 0001437749-26-015365 filed by Next Capital Management 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 4,441 shares
    Change vs previous 13F +1 shares

    0.35% of the 13F portfolio, value $1,093,141.

    13F-HR 0001437749-26-003766 filed by Next Capital Management 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 4,440 shares
    Change vs previous 13F +23 shares

    0.36% of the 13F portfolio, value $1,074,217.

    13F-HR 0001437749-25-033205 filed by Next Capital Management 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 4,417 shares
    Change vs previous 13F -177 shares

    0.35% of the 13F portfolio, value $953,084.

    13F-HR 0001437749-25-024802 filed by Next Capital Management 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 4,594 shares
    Change vs previous 13F +79 shares

    0.44% of the 13F portfolio, value $916,418.

    13F-HR 0001437749-25-014677 filed by Next Capital Management 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 4,515 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $997,645.

    13F-HR 0001437749-25-003355 filed by Next Capital Management 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 4,515 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $997,329.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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