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Disclosery

STOLZ & ASSOCIATES, PS: IWM position timeline

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

STOLZ & ASSOCIATES, PS held 910 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 910 shares
    Change vs previous 13F -75 shares

    0.17% of the 13F portfolio, value $273,410.

    13F-HR 0002108989-26-000003 filed by STOLZ & ASSOCIATES, PS
    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 985 shares
    Change vs previous 13F -80 shares

    0.19% of the 13F portfolio, value $265,901.

    13F-HR 0002108989-26-000002 filed by STOLZ & ASSOCIATES, PS
    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 1,065 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $262,160.

    13F-HR 0001085146-26-000165 filed by STOLZ & ASSOCIATES, PS
    Filed (acceptance time not in the bulk data set), ingested

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