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Disclosery

Roan Capital Partners: IWM position timeline

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

Roan Capital Partners held 4,154 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,154 shares
    Change vs previous 13F +6 shares

    0.85% of the 13F portfolio, value $1,154,322.

    13F-HR 0002085853-26-001135 filed by Roan Capital Partners
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,148 shares
    Change vs previous 13F -1,339 shares

    1.03% of the 13F portfolio, value $1,246,267.

    13F-HR 0002085853-26-000658 filed by Roan Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,487 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,360,776.

    13F-HR 0002085853-26-000381 filed by Roan Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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