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Revolve Wealth Partners, LLC: IWM position timeline

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

Revolve Wealth Partners, LLC held 9,701 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,701 shares
    Change vs previous 13F -64 shares

    0.3% of the 13F portfolio, value $2,914,628.

    13F-HR 0002085853-26-000673 filed by Revolve 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 9,765 shares
    Change vs previous 13F -324 shares

    0.31% of the 13F portfolio, value $2,421,689.

    13F-HR 0002085853-26-000357 filed by Revolve 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 10,089 shares
    Change vs previous 13F -2,012 shares

    0.29% of the 13F portfolio, value $2,483,478.

    13F-HR 0002085853-26-000053 filed by Revolve 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 12,101 shares
    Change vs previous 13F +1,579 shares

    0.35% of the 13F portfolio, value $2,928,066.

    13F-HR 0002085853-25-000078 filed by Revolve 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 10,522 shares
    Change vs previous 13F -1,551 shares

    0.3% of the 13F portfolio, value $2,270,516.

    13F-HR 0001667731-25-000986 filed by Revolve 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 12,073 shares
    Change vs previous 13F -160 shares

    0.35% of the 13F portfolio, value $2,408,398.

    13F-HR 0001667731-25-000418 filed by Revolve 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/A 12,233 shares
    Change vs previous 13F +1,431 shares

    0.4% of the 13F portfolio, value $2,702,976.

    13F-HR/A 0001667731-25-000346 filed by Revolve 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 10,802 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,386,026.

    13F-HR 0001808992-24-000004 filed by Revolve Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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