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Disclosery

REBALANCE, LLC: IWM position timeline

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

REBALANCE, LLC held 12,774 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,774 shares
    Change vs previous 13F -698 shares

    0.2% of the 13F portfolio, value $3,838,024.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 13,472 shares
    Change vs previous 13F -701 shares

    0.19% of the 13F portfolio, value $3,341,109.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 14,173 shares
    Change vs previous 13F -715 shares

    0.2% of the 13F portfolio, value $3,488,817.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 14,888 shares
    Change vs previous 13F +33 shares

    0.22% of the 13F portfolio, value $3,602,294.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 14,855 shares
    Change vs previous 13F +442 shares

    0.22% of the 13F portfolio, value $3,205,525.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 14,413 shares
    Change vs previous 13F +468 shares

    0.21% of the 13F portfolio, value $2,875,304.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 13,945 shares
    Change vs previous 13F +56 shares

    0.23% of the 13F portfolio, value $3,081,235.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 13,889 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,067,852.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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