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Tarbox Family Office, Inc.: IWM position timeline

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

Tarbox Family Office, Inc. held 85,850 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,850 shares
    Change vs previous 13F -1,430 shares

    3.69% of the 13F portfolio, value $25,793,751.

    13F-HR 0001599603-26-000006 filed by Tarbox Family Office, 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 87,280 shares
    Change vs previous 13F -2,916 shares

    3.52% of the 13F portfolio, value $21,645,445.

    13F-HR 0001599603-26-000003 filed by Tarbox Family Office, 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 90,196 shares
    Change vs previous 13F -10,558 shares

    3.57% of the 13F portfolio, value $22,202,603.

    13F-HR 0001599603-26-000001 filed by Tarbox Family Office, 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 100,754 shares
    Change vs previous 13F -10,895 shares

    3.58% of the 13F portfolio, value $24,378,507.

    13F-HR 0001599603-25-000002 filed by Tarbox Family Office, 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 111,649 shares
    Change vs previous 13F -478 shares

    3.62% of the 13F portfolio, value $24,092,783.

    13F-HR 0001085146-25-004840 filed by Tarbox Family Office, 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 112,127 shares
    Change vs previous 13F -1,043 shares

    3.72% of the 13F portfolio, value $22,368,257.

    13F-HR 0001085146-25-002826 filed by Tarbox Family Office, 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 113,170 shares
    Change vs previous 13F +115 shares

    4.12% of the 13F portfolio, value $25,006,090.

    13F-HR 0001085146-25-000302 filed by Tarbox Family Office, 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 113,055 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $24,972,785.

    13F-HR 0001085146-24-005089 filed by Tarbox Family Office, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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