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PURSUE WEALTH PARTNERS LLC: IWM position timeline

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

PURSUE WEALTH PARTNERS LLC held 17,778 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,778 shares
    Change vs previous 13F +4,943 shares

    2.99% of the 13F portfolio, value $5,341,426.

    13F-HR 0001951757-26-001186 filed by PURSUE WEALTH PARTNERS 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 12,835 shares
    Change vs previous 13F -2,421 shares

    1.9% of the 13F portfolio, value $3,183,000.

    13F-HR 0001951757-26-000531 filed by PURSUE WEALTH PARTNERS 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 15,256 shares
    Change vs previous 13F +356 shares

    1.83% of the 13F portfolio, value $3,756,000.

    13F-HR 0001951757-26-000292 filed by PURSUE WEALTH PARTNERS 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 14,900 shares
    Change vs previous 13F -2,191 shares

    1.98% of the 13F portfolio, value $3,605,189.

    13F-HR 0001951757-25-001324 filed by PURSUE WEALTH PARTNERS 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 17,091 shares
    Change vs previous 13F -6,188 shares

    2.1% of the 13F portfolio, value $3,688,149.

    13F-HR 0001951757-25-001077 filed by PURSUE WEALTH PARTNERS 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 23,279 shares
    Change vs previous 13F +520 shares

    2.83% of the 13F portfolio, value $4,644,025.

    13F-HR 0001951757-25-000420 filed by PURSUE WEALTH PARTNERS 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 22,759 shares
    Change vs previous 13F -22 shares

    2.88% of the 13F portfolio, value $5,028,829.

    13F-HR 0001951757-25-000203 filed by PURSUE WEALTH PARTNERS 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 22,781 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $5,032,095.

    13F-HR 0001951757-24-001138 filed by PURSUE WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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