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Quantum Portfolio Management LLC: IWB position timeline

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

Quantum Portfolio Management LLC held 47 IWB 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 47 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $19,247.

    13F-HR 0001420506-26-001701 filed by Quantum Portfolio 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/A 0 shares
    Change vs previous 13F -2,068 shares

    13F-HR/A 0001172661-26-001580 filed by Quantum Portfolio Management 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 ended2025-12-31
    13F 2,068 shares
    Change vs previous 13F -3,412 shares

    0.34% of the 13F portfolio, value $772,274.

    13F-HR 0001172661-26-000672 filed by Quantum Portfolio 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 5,480 shares
    Change vs previous 13F +2,477 shares

    0.6% of the 13F portfolio, value $2,002,830.

    13F-HR 0001172661-25-004476 filed by Quantum Portfolio 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 3,003 shares
    Change vs previous 13F -1,820 shares

    0.49% of the 13F portfolio, value $1,019,729.

    13F-HR 0001172661-25-003208 filed by Quantum Portfolio 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 4,823 shares
    Change vs previous 13F -2,139 shares

    0.75% of the 13F portfolio, value $1,479,407.

    13F-HR 0001172661-25-001852 filed by Quantum Portfolio 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 6,962 shares
    Change vs previous 13F -358 shares

    1.2% of the 13F portfolio, value $2,242,878.

    13F-HR 0001172661-25-000338 filed by Quantum Portfolio 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 7,320 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,301,335.

    13F-HR 0001172661-24-004357 filed by Quantum Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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