Skip to content
Disclosery

Stevard, LLC: IWM position timeline

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

Stevard, LLC held 1,195 IWM shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 1,195 shares
    Change vs previous 13F +36 shares

    0.99% of the 13F portfolio, value $264,047.

    13F-HR 0001104659-25-012573 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 1,159 shares
    Change vs previous 13F -100 shares

    1.04% of the 13F portfolio, value $256,012.

    13F-HR 0001104659-24-118461 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 1,259 shares
    Change vs previous 13F +101 shares

    0.22% of the 13F portfolio, value $255,439.

    13F-HR 0001104659-24-087405 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 1,158 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $243,527.

    13F-HR 0001104659-24-060525 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 1,158 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $232,422.

    13F-HR 0001104659-24-017687 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 1,157 shares
    Change vs previous 13F +77 shares

    0.21% of the 13F portfolio, value $204,488.

    13F-HR 0001104659-23-117440 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 1,080 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $202,252.

    13F-HR 0001104659-23-090238 filed by Stevard, LLC
    Filed (acceptance time not in the bulk data set), ingested

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