O'Brien Greene & Co. Inc: IWM position timeline

O'Brien Greene & Co. Inc held 2,950 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,950 shares

   Change vs previous 13F 0 shares

   0.24% of the 13F portfolio, value $886,327.

   13F-HR 0001768635-26-000009 filed by O'Brien Greene & Co. Inc
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,950 shares

   Change vs previous 13F -25 shares

   0.21% of the 13F portfolio, value $731,600.

   13F-HR 0001768635-26-000002 filed by O'Brien Greene & Co. Inc
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,975 shares

   Change vs previous 13F -200 shares

   0.22% of the 13F portfolio, value $732,326.

   13F-HR 0001768635-26-000001 filed by O'Brien Greene & Co. Inc
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,175 shares

   Change vs previous 13F -12 shares

   0.24% of the 13F portfolio, value $768,223.

   13F-HR 0001768635-25-000008 filed by O'Brien Greene & Co. Inc
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,187 shares

   Change vs previous 13F -50 shares

   0.22% of the 13F portfolio, value $687,722.

   13F-HR 0001768635-25-000005 filed by O'Brien Greene & Co. Inc
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 3,237 shares

   Change vs previous 13F -60 shares

   0.22% of the 13F portfolio, value $645,749.

   13F-HR 0001768635-25-000003 filed by O'Brien Greene & Co. Inc
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 3,297 shares

   Change vs previous 13F +17 shares

   0.24% of the 13F portfolio, value $728,505.

   13F-HR 0001768635-25-000001 filed by O'Brien Greene & Co. Inc
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 3,280 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $724,519.

   13F-HR 0001768635-24-000010 filed by O'Brien Greene & Co. Inc
   Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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