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Disclosery

STEPH & CO: IWM position timeline

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

STEPH & CO held 18,385 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,385 shares
    Change vs previous 13F -877 shares

    1.3% of the 13F portfolio, value $5,109,008.

    13F-HR 0000941519-26-000007 filed by STEPH & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,262 shares
    Change vs previous 13F +756 shares

    1.47% of the 13F portfolio, value $5,787,268.

    13F-HR 0000941519-26-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,506 shares
    Change vs previous 13F -2,826 shares

    1.31% of the 13F portfolio, value $4,589,488.

    13F-HR 0000941519-26-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,332 shares
    Change vs previous 13F +481 shares

    1.51% of the 13F portfolio, value $5,251,085.

    13F-HR 0000941519-26-000002 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,851 shares
    Change vs previous 13F +458 shares

    1.54% of the 13F portfolio, value $5,045,108.

    13F-HR 0000941519-25-000009 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,393 shares
    Change vs previous 13F +2,128 shares

    1.43% of the 13F portfolio, value $4,400,605.

    13F-HR 0000941519-25-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 18,265 shares
    Change vs previous 13F +130 shares

    1.31% of the 13F portfolio, value $3,643,685.

    13F-HR 0000941519-25-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,135 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $4,007,110.

    13F-HR 0000941519-25-000001 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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