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Disclosery

North Capital, Inc.: IWM position timeline

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

North Capital, Inc. held 1,688 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,688 shares
    Change vs previous 13F +1 shares

    0.38% of the 13F portfolio, value $507,113.

    13F-HR 0002065938-26-000004 filed by North Capital, 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 1,687 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $418,480.

    13F-HR 0002065938-26-000003 filed by North Capital, 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/A 1,687 shares
    Change vs previous 13F +40 shares

    0.36% of the 13F portfolio, value $415,295.

    13F-HR/A 0002065938-26-000002 filed by North Capital, 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 1,647 shares
    Change vs previous 13F +1 shares

    0.31% of the 13F portfolio, value $398,627.

    13F-HR 0002065938-25-000005 filed by North Capital, 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 1,646 shares
    Change vs previous 13F -149 shares

    0.31% of the 13F portfolio, value $355,185.

    13F-HR 0002065938-25-000002 filed by North Capital, 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 1,795 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $358,178.

    13F-HR 0002065938-25-000001 filed by North Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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