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Disclosery

Richmond Investment Services, LLC: IWM position timeline

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

Richmond Investment Services, LLC held 1,559 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,559 shares
    Change vs previous 13F -1,807 shares

    0.15% of the 13F portfolio, value $468,365.

    13F-HR 0002085853-26-000873 filed by Richmond Investment Services, 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 3,366 shares
    Change vs previous 13F -2,987 shares

    0.13% of the 13F portfolio, value $834,967.

    13F-HR 0002085853-26-000531 filed by Richmond Investment Services, 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 6,353 shares
    Change vs previous 13F +617 shares

    0.27% of the 13F portfolio, value $1,564,233.

    13F-HR 0002085853-26-000262 filed by Richmond Investment Services, 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 5,736 shares
    Change vs previous 13F -78 shares

    0.26% of the 13F portfolio, value $1,387,712.

    13F-HR 0002085853-25-000267 filed by Richmond Investment Services, 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 5,814 shares
    Change vs previous 13F +3,197 shares

    0.26% of the 13F portfolio, value $1,254,505.

    13F-HR 0001667731-25-001095 filed by Richmond Investment Services, 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 2,617 shares
    Change vs previous 13F -774 shares

    0.28% of the 13F portfolio, value $521,993.

    13F-HR 0001667731-25-000637 filed by Richmond Investment Services, 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 3,391 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $749,266.

    13F-HR 0001667731-25-000282 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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