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Northwest Quadrant Wealth Management, LLC: IWM position timeline

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

Northwest Quadrant Wealth Management, LLC held 713 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 713 shares
    Change vs previous 13F +713 shares

    0.04% of the 13F portfolio, value $214,137.

    13F-HR 0001697767-26-000005 filed by Northwest Quadrant Wealth 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,017 shares

    13F-HR 0001085146-25-002927 filed by Northwest Quadrant Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 1,017 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $224,808.

    13F-HR 0001085146-25-001377 filed by Northwest Quadrant Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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