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Paulson Wealth Management Inc.: IWM position timeline

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

Paulson Wealth Management Inc. held 137,497 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,497 shares
    Change vs previous 13F -10,869 shares

    8.76% of the 13F portfolio, value $41,310,918.

    13F-HR 0001172661-26-003028 filed by Paulson Wealth Management Inc.
    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 148,366 shares
    Change vs previous 13F +6,021 shares

    8.62% of the 13F portfolio, value $36,794,707.

    13F-HR 0001172661-26-001633 filed by Paulson Wealth Management Inc.
    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 142,345 shares
    Change vs previous 13F +3,050 shares

    8.09% of the 13F portfolio, value $35,039,574.

    13F-HR 0001172661-26-000481 filed by Paulson Wealth Management Inc.
    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 139,295 shares
    Change vs previous 13F +941 shares

    7.97% of the 13F portfolio, value $33,703,891.

    13F-HR 0001172661-25-004553 filed by Paulson Wealth Management Inc.
    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 138,354 shares
    Change vs previous 13F +7,579 shares

    7.73% of the 13F portfolio, value $29,855,461.

    13F-HR 0001172661-25-002914 filed by Paulson Wealth Management Inc.
    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 130,775 shares
    Change vs previous 13F +6,028 shares

    7.34% of the 13F portfolio, value $26,088,339.

    13F-HR 0001172661-25-001699 filed by Paulson Wealth Management Inc.
    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 124,747 shares
    Change vs previous 13F +13,423 shares

    7.52% of the 13F portfolio, value $27,564,159.

    13F-HR 0001172661-25-000735 filed by Paulson Wealth Management Inc.
    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 111,324 shares
    Change vs previous 13F not available

    6.58% of the 13F portfolio, value $24,590,262.

    13F-HR 0001172661-24-004468 filed by Paulson Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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