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Disclosery

NorthRock Partners, LLC: IWM position timeline

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

NorthRock Partners, LLC held 191,265 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 191,265 shares
    Change vs previous 13F -86 shares

    0.83% of the 13F portfolio, value $57,465,534.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 191,351 shares
    Change vs previous 13F +845 shares

    0.77% of the 13F portfolio, value $47,455,194.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 190,506 shares
    Change vs previous 13F +176,403 shares

    0.79% of the 13F portfolio, value $46,895,193.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 14,103 shares
    Change vs previous 13F +3,548 shares

    0.06% of the 13F portfolio, value $3,412,352.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 10,555 shares
    Change vs previous 13F +4,043 shares

    0.06% of the 13F portfolio, value $2,277,574.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 6,512 shares
    Change vs previous 13F +747 shares

    0.04% of the 13F portfolio, value $1,298,994.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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 5,765 shares
    Change vs previous 13F -15,624 shares

    0.04% of the 13F portfolio, value $1,273,738.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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 21,389 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,724,681.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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