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Smith & Howard Wealth Management, LLC: IWM position timeline

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

Smith & Howard Wealth Management, LLC held 20,209 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,209 shares
    Change vs previous 13F -558 shares

    1.25% of the 13F portfolio, value $6,071,794.

    13F-HR 0001398344-26-013293 filed by Smith & Howard Wealth 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 ended2026-03-31
    13F 20,767 shares
    Change vs previous 13F -1,669 shares

    1.11% of the 13F portfolio, value $5,141,216.

    13F-HR 0001398344-26-007266 filed by Smith & Howard Wealth 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 ended2025-12-31
    13F 22,436 shares
    Change vs previous 13F -2,743 shares

    1.26% of the 13F portfolio, value $5,522,848.

    13F-HR 0001398344-26-001931 filed by Smith & Howard Wealth 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 ended2025-09-30
    13F 25,179 shares
    Change vs previous 13F -724 shares

    1.42% of the 13F portfolio, value $6,092,313.

    13F-HR 0001398344-25-020714 filed by Smith & Howard Wealth 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 ended2025-06-30
    13F 25,903 shares
    Change vs previous 13F +61 shares

    1.42% of the 13F portfolio, value $5,589,610.

    13F-HR 0001398344-25-013169 filed by Smith & Howard Wealth 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 ended2025-03-31
    13F 25,842 shares
    Change vs previous 13F +2,105 shares

    1.41% of the 13F portfolio, value $5,155,222.

    13F-HR 0001398344-25-007512 filed by Smith & Howard Wealth Management, LLC
    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 23,737 shares
    Change vs previous 13F -318 shares

    1.48% of the 13F portfolio, value $5,244,930.

    13F-HR 0001398344-25-002254 filed by Smith & Howard Wealth Management, LLC
    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 24,055 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $5,313,511.

    13F-HR 0001398344-24-019264 filed by Smith & Howard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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