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SMITH, MOORE & CO.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH, MOORE & CO. on IWM, newest first. How the timeline and the estimate are built.

SMITH, MOORE & CO. held 64,986 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 64,986 shares
    Change vs previous 13F -1,585 shares

    1.27% of the 13F portfolio, value $19,524,894.

    13F-HR 0000200724-26-000004 filed by SMITH, MOORE & CO.
    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 66,571 shares
    Change vs previous 13F +3,650 shares

    1.2% of the 13F portfolio, value $16,509,512.

    13F-HR 0000200724-26-000003 filed by SMITH, MOORE & CO.
    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 62,921 shares
    Change vs previous 13F -532 shares

    1.17% of the 13F portfolio, value $15,488,675.

    13F-HR 0000200724-26-000001 filed by SMITH, MOORE & CO.
    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 63,453 shares
    Change vs previous 13F -418 shares

    1.18% of the 13F portfolio, value $15,353,084.

    13F-HR 0000200724-25-000007 filed by SMITH, MOORE & CO.
    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 63,871 shares
    Change vs previous 13F -281 shares

    1.16% of the 13F portfolio, value $13,782,821.

    13F-HR 0000200724-25-000006 filed by SMITH, MOORE & CO.
    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 64,152 shares
    Change vs previous 13F -132 shares

    1.18% of the 13F portfolio, value $12,797,692.

    13F-HR 0000200724-25-000005 filed by SMITH, MOORE & CO.
    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 64,284 shares
    Change vs previous 13F +1,080 shares

    1.3% of the 13F portfolio, value $14,204,167.

    13F-HR 0000200724-25-000002 filed by SMITH, MOORE & CO.
    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 63,204 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $13,961,032.

    13F-HR 0000200724-24-000007 filed by SMITH, MOORE & CO.
    Filed (acceptance time not in the bulk data set), ingested

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