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Spahn Wealth & Retirement LLC: IWM position timeline

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

Spahn Wealth & Retirement LLC held 31,480 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,480 shares
    Change vs previous 13F +8,035 shares

    6.09% of the 13F portfolio, value $9,458,166.

    13F-HR 0001949033-26-000003 filed by Spahn Wealth & Retirement 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 23,445 shares
    Change vs previous 13F 0 shares

    7.4% of the 13F portfolio, value $5,814,360.

    13F-HR 0001949033-26-000002 filed by Spahn Wealth & Retirement 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 23,445 shares
    Change vs previous 13F +208 shares

    3.58% of the 13F portfolio, value $5,771,221.

    13F-HR 0001949033-26-000001 filed by Spahn Wealth & Retirement 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 23,237 shares
    Change vs previous 13F -1,233 shares

    3.33% of the 13F portfolio, value $5,622,425.

    13F-HR 0001949033-25-000003 filed by Spahn Wealth & Retirement 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 24,470 shares
    Change vs previous 13F -27,652 shares

    3.4% of the 13F portfolio, value $5,280,381.

    13F-HR 0001949033-25-000004 filed by Spahn Wealth & Retirement 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 52,122 shares
    Change vs previous 13F -16,236 shares

    7.63% of the 13F portfolio, value $10,397,818.

    13F-HR 0001949033-25-000005 filed by Spahn Wealth & Retirement 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 68,358 shares
    Change vs previous 13F not available

    9.91% of the 13F portfolio, value $15,104,384.

    13F-HR 0001949033-25-000001 filed by Spahn Wealth & Retirement LLC
    Filed (acceptance time not in the bulk data set), ingested

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