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Stephenson & Company, Inc.: IWM position timeline

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

Stephenson & Company, Inc. held 5,158 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,158 shares
    Change vs previous 13F -190 shares

    0.73% of the 13F portfolio, value $1,549,596.

    13F-HR 0001172661-26-002880 filed by Stephenson & Company, 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 5,348 shares
    Change vs previous 13F -73 shares

    0.72% of the 13F portfolio, value $1,326,417.

    13F-HR 0001172661-26-001723 filed by Stephenson & Company, 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 5,421 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,334,522.

    13F-HR 0001172661-26-000330 filed by Stephenson & Company, 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 5,421 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,311,709.

    13F-HR 0001172661-25-004338 filed by Stephenson & Company, 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 5,421 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,169,805.

    13F-HR 0001172661-25-002974 filed by Stephenson & Company, 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 5,421 shares
    Change vs previous 13F +45 shares

    0.7% of the 13F portfolio, value $1,081,413.

    13F-HR 0001172661-25-001602 filed by Stephenson & Company, 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 5,376 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,187,881.

    13F-HR 0001172661-25-000339 filed by Stephenson & Company, 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 5,376 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,187,505.

    13F-HR 0001172661-24-004367 filed by Stephenson & Company, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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