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SAXON INTERESTS, INC.: IWM position timeline

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

SAXON INTERESTS, INC. held 6,305 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,305 shares
    Change vs previous 13F -4,600 shares

    0.52% of the 13F portfolio, value $1,894,337.

    13F-HR 0001951757-26-001233 filed by SAXON INTERESTS, INC.
    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 10,905 shares
    Change vs previous 13F -1,228 shares

    0.93% of the 13F portfolio, value $2,704,418.

    13F-HR 0001951757-26-000756 filed by SAXON INTERESTS, INC.
    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 12,133 shares
    Change vs previous 13F +3,494 shares

    1.06% of the 13F portfolio, value $2,986,608.

    13F-HR 0001951757-26-000443 filed by SAXON INTERESTS, INC.
    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 8,639 shares
    Change vs previous 13F -1,245 shares

    0.79% of the 13F portfolio, value $2,031,727.

    13F-HR 0001951757-25-001229 filed by SAXON INTERESTS, INC.
    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 9,884 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $1,971,813.

    13F-HR 0001951757-25-000886 filed by SAXON INTERESTS, INC.
    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 9,884 shares
    Change vs previous 13F -4,439 shares

    0.92% of the 13F portfolio, value $1,971,813.

    13F-HR 0001951757-25-000461 filed by SAXON INTERESTS, INC.
    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 14,323 shares
    Change vs previous 13F +2,605 shares

    1.39% of the 13F portfolio, value $3,164,848.

    13F-HR 0001951757-25-000039 filed by SAXON INTERESTS, INC.
    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 11,718 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,588,342.

    13F-HR 0001951757-24-000995 filed by SAXON INTERESTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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