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Disclosery

Poplar Forest Capital LLC: IWM position timeline

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

Poplar Forest Capital LLC held 4,871 IWM shares at 2025-03-31 per its 13F-HR filed 2025-05-06.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 4,871 shares
    Change vs previous 13F +4,871 shares

    0.17% of the 13F portfolio, value $971,716.

    13F-HR 0001085146-25-002630 filed by Poplar Forest Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -4,214 shares

    13F-HR 0001085146-25-000818 filed by Poplar Forest Capital 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.

  3. period ended2024-09-30
    13F 4,214 shares
    Change vs previous 13F +17 shares

    0.13% of the 13F portfolio, value $930,830.

    13F-HR 0001085146-24-005278 filed by Poplar Forest Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 4,197 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $851,529.

    13F-HR 0001085146-24-003527 filed by Poplar Forest Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 4,197 shares
    Change vs previous 13F +134 shares

    0.12% of the 13F portfolio, value $882,629.

    13F-HR 0001085146-24-002183 filed by Poplar Forest Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 4,063 shares
    Change vs previous 13F +20 shares

    0.12% of the 13F portfolio, value $815,485.

    13F-HR 0001085146-24-000650 filed by Poplar Forest Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 4,043 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $714,560.

    13F-HR 0001085146-23-003983 filed by Poplar Forest Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 4,043 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $757,133.

    13F-HR 0001085146-23-003000 filed by Poplar Forest Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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