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Disclosery

Parisi Gray Wealth Management: IWM position timeline

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

Parisi Gray Wealth Management held 33,128 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,128 shares
    Change vs previous 13F +28 shares

    2.04% of the 13F portfolio, value $9,953,367.

    13F-HR 0001951757-26-000952 filed by Parisi Gray Wealth Management
    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 33,100 shares
    Change vs previous 13F +5,686 shares

    1.96% of the 13F portfolio, value $8,208,804.

    13F-HR 0001951757-26-000533 filed by Parisi Gray Wealth Management
    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 27,414 shares
    Change vs previous 13F +1,049 shares

    1.53% of the 13F portfolio, value $6,748,275.

    13F-HR 0001951757-26-000026 filed by Parisi Gray Wealth Management
    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 26,365 shares
    Change vs previous 13F -249 shares

    1.66% of the 13F portfolio, value $6,379,308.

    13F-HR 0001951757-25-001160 filed by Parisi Gray Wealth Management
    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 26,614 shares
    Change vs previous 13F -17,817 shares

    1.65% of the 13F portfolio, value $5,742,957.

    13F-HR 0001951757-25-000591 filed by Parisi Gray Wealth Management
    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 44,431 shares
    Change vs previous 13F +2,237 shares

    2.89% of the 13F portfolio, value $8,863,596.

    13F-HR 0001951757-25-000360 filed by Parisi Gray Wealth Management
    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 42,194 shares
    Change vs previous 13F +48 shares

    2.96% of the 13F portfolio, value $9,323,278.

    13F-HR 0001951757-25-000011 filed by Parisi Gray Wealth Management
    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 42,146 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $9,309,734.

    13F-HR 0001951757-24-000974 filed by Parisi Gray Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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