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POWER WEALTH MANAGEMENT LLC: IWM position timeline

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

POWER WEALTH MANAGEMENT LLC held 3,392 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,392 shares
    Change vs previous 13F -110 shares

    0.35% of the 13F portfolio, value $1,019,126.

    13F-HR 0001398344-26-013305 filed by POWER WEALTH 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 3,502 shares
    Change vs previous 13F -445 shares

    0.32% of the 13F portfolio, value $868,496.

    13F-HR 0001398344-26-009136 filed by POWER WEALTH 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 3,947 shares
    Change vs previous 13F -327 shares

    0.34% of the 13F portfolio, value $971,594.

    13F-HR 0001398344-26-003201 filed by POWER WEALTH 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 4,274 shares
    Change vs previous 13F -527 shares

    0.38% of the 13F portfolio, value $1,034,137.

    13F-HR 0001398344-25-020696 filed by POWER WEALTH 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 4,801 shares
    Change vs previous 13F -172 shares

    0.4% of the 13F portfolio, value $1,036,025.

    13F-HR 0001398344-25-015001 filed by POWER WEALTH 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 4,973 shares
    Change vs previous 13F -882 shares

    0.4% of the 13F portfolio, value $992,079.

    13F-HR 0001398344-25-009311 filed by POWER WEALTH 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 5,855 shares
    Change vs previous 13F -196 shares

    0.54% of the 13F portfolio, value $1,293,737.

    13F-HR 0001398344-25-002709 filed by POWER WEALTH 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 6,051 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,336,621.

    13F-HR 0001398344-24-020452 filed by POWER WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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