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Disclosery

Sandbox Financial Partners, LLC: IWM position timeline

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

Sandbox Financial Partners, LLC held 0 IWM shares at 2025-03-31 per its 13F-HR filed 2025-04-11.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -21,433 shares

    13F-HR 0001951757-25-000323 filed by Sandbox Financial Partners, LLC
    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.

  2. period ended2024-12-31
    13F 21,433 shares
    Change vs previous 13F +1,462 shares

    1.58% of the 13F portfolio, value $4,735,941.

    13F-HR 0001951757-25-000044 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 19,971 shares
    Change vs previous 13F +1,387 shares

    1.56% of the 13F portfolio, value $4,411,348.

    13F-HR 0001951757-24-000975 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 18,584 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $3,770,567.

    13F-HR 0001951757-24-000507 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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