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Disclosery

&PARTNERS: IWM position timeline

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

&PARTNERS held 102,163 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,163 shares
    Change vs previous 13F -10,612 shares

    0.13% of the 13F portfolio, value $30,618,211.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 112,775 shares
    Change vs previous 13F -161 shares

    0.14% of the 13F portfolio, value $27,981,537.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 112,936 shares
    Change vs previous 13F +9,756 shares

    0.15% of the 13F portfolio, value $27,958,937.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 103,180 shares
    Change vs previous 13F +9,312 shares

    0.16% of the 13F portfolio, value $24,961,783.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 93,868 shares
    Change vs previous 13F +322 shares

    0.16% of the 13F portfolio, value $20,240,016.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 93,546 shares
    Change vs previous 13F +2,312 shares

    0.2% of the 13F portfolio, value $18,724,957.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 91,234 shares
    Change vs previous 13F +42,657 shares

    0.25% of the 13F portfolio, value $20,465,151.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 48,577 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $10,829,342.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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