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Disclosery

Rossmore Private Capital: IWM position timeline

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

Rossmore Private Capital held 34,007 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,007 shares
    Change vs previous 13F +264 shares

    0.83% of the 13F portfolio, value $10,217,481.

    13F-HR 0001398344-26-013208 filed by Rossmore Private Capital
    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 33,743 shares
    Change vs previous 13F +436 shares

    0.74% of the 13F portfolio, value $8,368,167.

    13F-HR 0001398344-26-008115 filed by Rossmore Private Capital
    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 33,307 shares
    Change vs previous 13F +4,956 shares

    0.73% of the 13F portfolio, value $8,198,880.

    13F-HR 0001398344-26-002304 filed by Rossmore Private Capital
    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 28,351 shares
    Change vs previous 13F -195 shares

    0.74% of the 13F portfolio, value $6,859,857.

    13F-HR 0001398344-25-020058 filed by Rossmore Private Capital
    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 28,546 shares
    Change vs previous 13F +261 shares

    0.72% of the 13F portfolio, value $6,160,037.

    13F-HR 0001062993-25-013790 filed by Rossmore Private Capital
    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 28,285 shares
    Change vs previous 13F -805 shares

    0.69% of the 13F portfolio, value $5,642,584.

    13F-HR 0001062993-25-009136 filed by Rossmore Private Capital
    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 29,090 shares
    Change vs previous 13F +507 shares

    0.79% of the 13F portfolio, value $6,427,708.

    13F-HR 0001062993-25-002262 filed by Rossmore Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 28,583 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $6,313,779.

    13F-HR 0001062993-24-018306 filed by Rossmore Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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