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Smith Anglin Financial, LLC: IWM position timeline

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

Smith Anglin Financial, LLC held 2,772 IWM shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 2,772 shares
    Change vs previous 13F +7 shares

    0.05% of the 13F portfolio, value $598,161.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 2,765 shares
    Change vs previous 13F -355 shares

    0.06% of the 13F portfolio, value $551,586.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 3,120 shares
    Change vs previous 13F +9 shares

    0.06% of the 13F portfolio, value $689,328.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,111 shares
    Change vs previous 13F -162 shares

    0.07% of the 13F portfolio, value $687,268.

    13F-HR 0001553540-24-000006 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,273 shares
    Change vs previous 13F +329 shares

    0.07% of the 13F portfolio, value $664,017.

    13F-HR 0001553540-24-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 2,944 shares
    Change vs previous 13F +181 shares

    0.06% of the 13F portfolio, value $619,215.

    13F-HR 0001553540-24-000003 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 2,763 shares
    Change vs previous 13F +189 shares

    0.06% of the 13F portfolio, value $554,649.

    13F-HR 0001553540-24-000002 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 2,574 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $454,956.

    13F-HR 0001553540-23-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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