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Disclosery

Old Peak Finance LLC: IWM position timeline

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

Old Peak Finance LLC held 1,157 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 1,157 shares
    Change vs previous 13F -130 shares

    0.17% of the 13F portfolio, value $347,621.

    13F-HR 0002080991-26-000004 filed by Old Peak Finance 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 1,287 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $319,176.

    13F-HR 0002080991-26-000002 filed by Old Peak Finance 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 1,287 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $316,808.

    13F-HR 0002080991-26-000001 filed by Old Peak Finance LLC
    Filed (acceptance time not in the bulk data set), ingested

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