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Disclosery

Pointe Capital Management LLC: IWM position timeline

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

Pointe Capital Management LLC held 8,407 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 8,407 shares
    Change vs previous 13F -11 shares

    1.13% of the 13F portfolio, value $2,525,883.

    13F-HR 0001640335-26-000004 filed by Pointe Capital Management LLC
    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 8,418 shares
    Change vs previous 13F -1 shares

    1.03% of the 13F portfolio, value $2,087,664.

    13F-HR 0001640335-26-000003 filed by Pointe Capital Management LLC
    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 8,419 shares
    Change vs previous 13F +1,220 shares

    1.03% of the 13F portfolio, value $2,072,421.

    13F-HR 0001640335-26-000001 filed by Pointe Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,199 shares
    Change vs previous 13F +232 shares

    0.85% of the 13F portfolio, value $1,741,937.

    13F-HR 0001640335-25-000006 filed by Pointe Capital Management 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 6,967 shares
    Change vs previous 13F +260 shares

    0.78% of the 13F portfolio, value $1,503,462.

    13F-HR 0001640335-25-000005 filed by Pointe Capital Management LLC
    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 6,707 shares
    Change vs previous 13F +179 shares

    0.78% of the 13F portfolio, value $1,338,159.

    13F-HR 0001640335-25-000002 filed by Pointe Capital Management 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/A 6,528 shares
    Change vs previous 13F +295 shares

    0.83% of the 13F portfolio, value $1,442,563.

    13F-HR/A 0001640335-25-000001 filed by Pointe Capital Management LLC
    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 6,233 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,376,887.

    13F-HR 0001639695-24-000005 filed by Pointe Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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