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Disclosery

Platt Investment Counsel, LLC: IWM position timeline

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

Platt Investment Counsel, LLC held 40,991 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,991 shares
    Change vs previous 13F +8,366 shares

    7.84% of the 13F portfolio, value $11,390,989.

    13F-HR 0002085853-26-001102 filed by Platt Investment Counsel, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,625 shares
    Change vs previous 13F +58 shares

    6.57% of the 13F portfolio, value $9,802,181.

    13F-HR 0002085853-26-000646 filed by Platt Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 32,567 shares
    Change vs previous 13F +9,098 shares

    6.22% of the 13F portfolio, value $8,076,616.

    13F-HR 0002085853-26-000328 filed by Platt Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,469 shares
    Change vs previous 13F +23,469 shares

    4.27% of the 13F portfolio, value $5,777,129.

    13F-HR 0002085853-26-000006 filed by Platt Investment Counsel, LLC
    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 0 shares
    Change vs previous 13F -45,327 shares

    13F-HR 0001667731-25-000731 filed by Platt Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 45,327 shares
    Change vs previous 13F -27,925 shares

    8.92% of the 13F portfolio, value $9,042,288.

    13F-HR 0001667731-25-000391 filed by Platt Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 73,252 shares
    Change vs previous 13F not available

    15.45% of the 13F portfolio, value $16,185,707.

    13F-HR 0001667731-25-000040 filed by Platt Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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