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Disclosery

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV on IWM, newest first. How the timeline and the estimate are built.

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV held 3,834 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,834 shares
    Change vs previous 13F -18 shares

    0.37% of the 13F portfolio, value $1,152,034.

    13F-HR 0001398344-26-012662 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 3,852 shares
    Change vs previous 13F +72 shares

    0.35% of the 13F portfolio, value $955,212.

    13F-HR 0001398344-26-008550 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 3,780 shares
    Change vs previous 13F +4 shares

    0.33% of the 13F portfolio, value $930,428.

    13F-HR 0001398344-26-000978 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 3,776 shares
    Change vs previous 13F -247 shares

    0.33% of the 13F portfolio, value $913,585.

    13F-HR 0001398344-25-019223 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 4,023 shares
    Change vs previous 13F -335 shares

    0.31% of the 13F portfolio, value $868,047.

    13F-HR 0001398344-25-013210 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 4,358 shares
    Change vs previous 13F -786 shares

    0.34% of the 13F portfolio, value $869,464.

    13F-HR 0001398344-25-007366 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 5,144 shares
    Change vs previous 13F +9 shares

    0.42% of the 13F portfolio, value $1,136,725.

    13F-HR 0001398344-25-002084 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 5,135 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,134,276.

    13F-HR 0001398344-24-019092 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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