Skip to content
Disclosery

Talon Private Wealth, LLC: IWM position timeline

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

Talon Private Wealth, LLC held 2,047 IWM shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,047 shares
    Change vs previous 13F +329 shares

    0.07% of the 13F portfolio, value $615,089.

    13F-HR 0001990467-26-000004 filed by Talon Private Wealth, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 1,718 shares
    Change vs previous 13F -297 shares

    0.06% of the 13F portfolio, value $426,048.

    13F-HR 0001990467-26-000001 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,015 shares
    Change vs previous 13F -402 shares

    0.06% of the 13F portfolio, value $434,729.

    13F-HR 0001990467-25-000006 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,417 shares
    Change vs previous 13F -29 shares

    0.06% of the 13F portfolio, value $482,116.

    13F-HR 0001990467-25-000005 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F/A 2,446 shares
    Change vs previous 13F +699 shares

    0.11% of the 13F portfolio, value $540,499.

    13F-HR/A 0001990467-25-000003 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,747 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $385,972.

    13F-HR 0001990467-25-000004 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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