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Disclosery

Oldfather Financial Services, LLC: IWM position timeline

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

Oldfather Financial Services, LLC held 116,244 IWM shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 116,244 shares
    Change vs previous 13F -825 shares

    8.52% of the 13F portfolio, value $28,614,739.

    13F-HR 0001775530-26-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 117,069 shares
    Change vs previous 13F +4,458 shares

    8.82% of the 13F portfolio, value $28,326,073.

    13F-HR 0001775530-25-000009 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 112,611 shares
    Change vs previous 13F +4,222 shares

    8.35% of the 13F portfolio, value $24,300,419.

    13F-HR 0001775530-25-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 108,389 shares
    Change vs previous 13F +1,287 shares

    8.21% of the 13F portfolio, value $21,622,612.

    13F-HR 0001775530-25-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 107,102 shares
    Change vs previous 13F -459 shares

    9.02% of the 13F portfolio, value $23,665,317.

    13F-HR 0001775530-25-000001 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 107,561 shares
    Change vs previous 13F -650 shares

    9.14% of the 13F portfolio, value $23,759,210.

    13F-HR 0001775530-24-000006 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 108,211 shares
    Change vs previous 13F +154 shares

    9.01% of the 13F portfolio, value $21,954,854.

    13F-HR 0001775530-24-000003 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 108,057 shares
    Change vs previous 13F not available

    9.35% of the 13F portfolio, value $22,724,386.

    13F-HR 0001775530-24-000002 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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