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RICHARDSON FINANCIAL SERVICES INC.: IWM position timeline

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

RICHARDSON FINANCIAL SERVICES INC. held 2,622 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,622 shares
    Change vs previous 13F -284 shares

    0.45% of the 13F portfolio, value $787,782.

    13F-HR 0002012303-26-000003 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 2,906 shares
    Change vs previous 13F +181 shares

    0.45% of the 13F portfolio, value $720,624.

    13F-HR 0002012303-26-000002 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 2,725 shares
    Change vs previous 13F +265 shares

    0.22% of the 13F portfolio, value $670,905.

    13F-HR 0002012303-26-000001 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 2,460 shares
    Change vs previous 13F +85 shares

    0.37% of the 13F portfolio, value $595,222.

    13F-HR 0002012303-25-000009 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 2,375 shares
    Change vs previous 13F +2,164 shares

    0.35% of the 13F portfolio, value $517,775.

    13F-HR 0002012303-25-000003 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 211 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $42,092.

    13F-HR 0002012303-25-000002 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 211 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $46,564.

    13F-HR 0002012303-25-000001 filed by RICHARDSON FINANCIAL SERVICES INC.
    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 211 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $42,810.

    13F-HR 0002012303-24-000006 filed by RICHARDSON FINANCIAL SERVICES INC.
    Filed (acceptance time not in the bulk data set), ingested

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