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Quantum Portfolio Management LLC: IWO position timeline

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

Quantum Portfolio Management LLC held 10,574 IWO 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 10,574 shares
    Change vs previous 13F -1,113 shares

    1.5% of the 13F portfolio, value $4,165,733.

    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 11,687 shares
    Change vs previous 13F +212 shares

    1.6% of the 13F portfolio, value $3,667,497.

    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).

  3. period ended2025-12-31
    13F 11,475 shares
    Change vs previous 13F -7,182 shares

    1.64% of the 13F portfolio, value $3,706,540.

    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 18,657 shares
    Change vs previous 13F +9,927 shares

    1.77% of the 13F portfolio, value $5,970,986.

    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 8,730 shares
    Change vs previous 13F -991 shares

    1.19% of the 13F portfolio, value $2,495,558.

    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 9,721 shares
    Change vs previous 13F -73 shares

    1.26% of the 13F portfolio, value $2,484,007.

    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 9,794 shares
    Change vs previous 13F -30 shares

    1.51% of the 13F portfolio, value $2,818,909.

    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 9,824 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,790,016.

    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).