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Disclosery

SignalPoint Asset Management, LLC: IWM position timeline

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

SignalPoint Asset Management, LLC held 1,780 IWM shares at 2024-12-31 per its 13F-HR filed 2025-01-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 1,780 shares
    Change vs previous 13F -35 shares

    0.1% of the 13F portfolio, value $393,217.

    13F-HR 0001754960-25-000023 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 1,815 shares
    Change vs previous 13F +111 shares

    0.09% of the 13F portfolio, value $400,000.

    13F-HR 0001754960-24-000475 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 1,704 shares
    Change vs previous 13F -93 shares

    0.09% of the 13F portfolio, value $345,817.

    13F-HR 0001754960-24-000307 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 1,797 shares
    Change vs previous 13F +16 shares

    0.1% of the 13F portfolio, value $377,817.

    13F-HR 0001754960-24-000134 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 1,781 shares
    Change vs previous 13F +627 shares

    0.11% of the 13F portfolio, value $357,000.

    13F-HR 0001754960-24-000032 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 1,154 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $203,917.

    13F-HR 0001754960-23-000279 filed by SignalPoint Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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