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Nicholas Hoffman & Company, LLC.: IWM position timeline

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

Nicholas Hoffman & Company, LLC. held 13,239 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,239 shares
    Change vs previous 13F +12 shares

    0.08% of the 13F portfolio, value $3,977,699.

    13F-HR 0001398344-26-013410 filed by Nicholas Hoffman & Company, 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 13,227 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $3,280,416.

    13F-HR 0001398344-26-007708 filed by Nicholas Hoffman & Company, 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 13,219 shares
    Change vs previous 13F +17 shares

    0.08% of the 13F portfolio, value $3,253,902.

    13F-HR 0001398344-26-001863 filed by Nicholas Hoffman & Company, 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 13,202 shares
    Change vs previous 13F +13 shares

    0.08% of the 13F portfolio, value $3,194,415.

    13F-HR 0001398344-25-020723 filed by Nicholas Hoffman & Company, 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 13,189 shares
    Change vs previous 13F +198 shares

    0.07% of the 13F portfolio, value $2,846,001.

    13F-HR 0001398344-25-014584 filed by Nicholas Hoffman & Company, 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 12,991 shares
    Change vs previous 13F +11 shares

    0.1% of the 13F portfolio, value $2,591,668.

    13F-HR/A 0001398344-25-012059 filed by Nicholas Hoffman & Company, 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/A 12,980 shares
    Change vs previous 13F -81 shares

    0.11% of the 13F portfolio, value $2,868,170.

    13F-HR/A 0001398344-25-012057 filed by Nicholas Hoffman & Company, 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/A 13,061 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,884,957.

    13F-HR/A 0001398344-25-012054 filed by Nicholas Hoffman & Company, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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