ROOSEVELT INVESTMENT GROUP LLC: IWM position timeline

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

ROOSEVELT INVESTMENT GROUP LLC held 3,167 IWM shares at 2022-09-30 per its 13F-HR filed 2022-10-19.

the latest 13F is the newest step

period ended2022-09-30
13F 3,167 shares
Change vs previous 13F 0 shares
0.04% of the 13F portfolio, value $522,000.
13F-HR 0001020617-22-000009 filed by ROOSEVELT INVESTMENT GROUP LLC
Filed 2022-10-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 3,167 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $536,000.
13F-HR 0001020617-22-000007 filed by ROOSEVELT INVESTMENT GROUP LLC
Filed 2022-08-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).