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Oakwell Private Wealth Management, LLC: IWM position timeline

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

Oakwell Private Wealth Management, LLC held 9,149 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,149 shares
    Change vs previous 13F -22 shares

    0.46% of the 13F portfolio, value $2,748,817.

    13F-HR 0001941040-26-000497 filed by Oakwell Private 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 ended2026-03-31
    13F 9,171 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $2,274,408.

    13F-HR 0001941040-26-000290 filed by Oakwell Private Wealth Management, 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 9,171 shares
    Change vs previous 13F +185 shares

    0.42% of the 13F portfolio, value $2,257,533.

    13F-HR 0001941040-26-000059 filed by Oakwell Private Wealth Management, 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 8,986 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $2,174,253.

    13F-HR 0001941040-25-000622 filed by Oakwell Private Wealth Management, 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 8,986 shares
    Change vs previous 13F +200 shares

    0.45% of the 13F portfolio, value $1,939,089.

    13F-HR 0001941040-25-000423 filed by Oakwell Private Wealth Management, 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 8,786 shares
    Change vs previous 13F -767 shares

    0.48% of the 13F portfolio, value $1,752,719.

    13F-HR 0001941040-25-000260 filed by Oakwell Private Wealth Management, 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 9,553 shares
    Change vs previous 13F -108 shares

    0.59% of the 13F portfolio, value $2,110,831.

    13F-HR 0001941040-25-000064 filed by Oakwell Private Wealth Management, 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 9,661 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,134,018.

    13F-HR 0001941040-24-000462 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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