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Disclosery

Spectrum Wealth Counsel, LLC: IWM position timeline

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

Spectrum Wealth Counsel, LLC held 2,104 IWM shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,104 shares
    Change vs previous 13F -24,113 shares

    0.05% of the 13F portfolio, value $419,731.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 26,217 shares
    Change vs previous 13F +117 shares

    0.68% of the 13F portfolio, value $5,792,909.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 26,100 shares
    Change vs previous 13F +26,008 shares

    0.68% of the 13F portfolio, value $5,765,229.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 92 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,666.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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