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Torrey-Payne Wealth Management, LLC: IWM position timeline

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

Torrey-Payne Wealth Management, LLC held 25,001 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,001 shares
    Change vs previous 13F -24 shares

    6.18% of the 13F portfolio, value $7,511,550.

    13F-HR 0002112151-26-000003 filed by Torrey-Payne Wealth Management, LLC
    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 25,025 shares
    Change vs previous 13F -21 shares

    5.69% of the 13F portfolio, value $6,206,200.

    13F-HR 0002112151-26-000002 filed by Torrey-Payne Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 25,046 shares
    Change vs previous 13F not available

    5.92% of the 13F portfolio, value $6,611,643.

    13F-HR 0002112151-26-000001 filed by Torrey-Payne Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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