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ROSS\JOHNSON & Associates LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROSS\JOHNSON & Associates LLC on IWM, newest first. How the timeline and the estimate are built.

ROSS\JOHNSON & Associates LLC held 230 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $61,104.

    13F-HR 0002056532-26-000003 filed by ROSS\JOHNSON & Associates 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 230 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $57,040.

    13F-HR 0002056532-26-000002 filed by ROSS\JOHNSON & Associates 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 230 shares
    Change vs previous 13F -14 shares

    1.05% of the 13F portfolio, value $56,617.

    13F-HR 0002056532-26-000001 filed by ROSS\JOHNSON & Associates 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 244 shares
    Change vs previous 13F +1 shares

    1.11% of the 13F portfolio, value $59,080.

    13F-HR 0002056532-25-000009 filed by ROSS\JOHNSON & Associates 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 243 shares
    Change vs previous 13F +2 shares

    1.08% of the 13F portfolio, value $52,465.

    13F-HR 0002056532-25-000006 filed by ROSS\JOHNSON & Associates 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 241 shares
    Change vs previous 13F +33 shares

    0.83% of the 13F portfolio, value $48,097.

    13F-HR 0002056532-25-000004 filed by ROSS\JOHNSON & Associates 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 208 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $45,976.

    13F-HR 0002056532-25-000003 filed by ROSS\JOHNSON & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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