PATRICK M SWEENEY & ASSOCIATES, INC: IWM position timeline

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

PATRICK M SWEENEY & ASSOCIATES, INC held 863 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 863 shares
Change vs previous 13F 0 shares
0.15% of the 13F portfolio, value $259,386.
13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 863 shares
Change vs previous 13F +45 shares
0.14% of the 13F portfolio, value $214,073.
13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 818 shares
Change vs previous 13F -20 shares
0.13% of the 13F portfolio, value $201,384.
13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 838 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $202,744.
13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, INC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).