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Disclosery

Stegner Investment Associates Inc.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stegner Investment Associates Inc. on IWM, newest first. How the timeline and the estimate are built.

Stegner Investment Associates Inc. held 1,293 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,293 shares
    Change vs previous 13F -684 shares

    0.18% of the 13F portfolio, value $388,627.

    13F-HR 0001907433-26-000003 filed by Stegner Investment Associates Inc.
    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 1,977 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $490,416.

    13F-HR 0001907433-26-000002 filed by Stegner Investment Associates Inc.
    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 1,977 shares
    Change vs previous 13F -164 shares

    0.26% of the 13F portfolio, value $486,777.

    13F-HR 0001907433-26-000001 filed by Stegner Investment Associates Inc.
    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 2,141 shares
    Change vs previous 13F +236 shares

    0.28% of the 13F portfolio, value $518,153.

    13F-HR 0001907433-25-000004 filed by Stegner Investment Associates Inc.
    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 1,905 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $411,184.

    13F-HR 0001907433-25-000002 filed by Stegner Investment Associates Inc.
    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 1,905 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $380,125.

    13F-HR 0001172661-25-001573 filed by Stegner Investment Associates Inc.
    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 1,905 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $421,035.

    13F-HR 0001172661-25-000529 filed by Stegner Investment Associates Inc.
    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 1,905 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $420,902.

    13F-HR 0001172661-24-004244 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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