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ROMAN BUTLER FULLERTON & CO: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROMAN BUTLER FULLERTON & CO on IWM, newest first. How the timeline and the estimate are built.

ROMAN BUTLER FULLERTON & CO held 4,189 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,189 shares
    Change vs previous 13F -176 shares

    0.29% of the 13F portfolio, value $1,229,309.

    13F-HR 0000733444-26-000008 filed by ROMAN BUTLER FULLERTON & CO
    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 4,365 shares
    Change vs previous 13F -5,587 shares

    0.31% of the 13F portfolio, value $1,136,849.

    13F-HR 0000733444-26-000004 filed by ROMAN BUTLER FULLERTON & CO
    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 9,952 shares
    Change vs previous 13F +4,736 shares

    0.7% of the 13F portfolio, value $2,685,065.

    13F-HR 0000733444-26-000002 filed by ROMAN BUTLER FULLERTON & CO
    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 5,216 shares
    Change vs previous 13F +5,216 shares

    0.35% of the 13F portfolio, value $1,287,607.

    13F-HR 0000733444-25-000004 filed by ROMAN BUTLER FULLERTON & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,030 shares

    13F-HR 0001085146-25-002204 filed by ROMAN BUTLER FULLERTON & CO
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 1,030 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $233,384.

    13F-HR 0001085146-25-000640 filed by ROMAN BUTLER FULLERTON & CO
    Filed (acceptance time not in the bulk data set), ingested

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