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Tassel Capital Management, Inc.: IWM position timeline

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

Tassel Capital Management, Inc. held 1,080 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,080 shares
    Change vs previous 13F -263 shares

    0.15% of the 13F portfolio, value $324,614.

    13F-HR 0001951757-26-001179 filed by Tassel Capital Management, 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 1,343 shares
    Change vs previous 13F -6 shares

    0.18% of the 13F portfolio, value $333,052.

    13F-HR 0001951757-26-000684 filed by Tassel Capital Management, 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 1,349 shares
    Change vs previous 13F -36 shares

    0.2% of the 13F portfolio, value $332,111.

    13F-HR 0001951757-26-000460 filed by Tassel Capital Management, 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 1,385 shares
    Change vs previous 13F -399 shares

    0.21% of the 13F portfolio, value $335,201.

    13F-HR 0001951757-25-001198 filed by Tassel Capital Management, 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 1,784 shares
    Change vs previous 13F +725 shares

    0.3% of the 13F portfolio, value $384,925.

    13F-HR 0001951757-25-000873 filed by Tassel Capital Management, 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 1,059 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $211,321.

    13F-HR 0001951757-25-000412 filed by Tassel Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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