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TUCKER ASSET MANAGEMENT LLC: IWM position timeline

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

TUCKER ASSET MANAGEMENT LLC held 2,278 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,278 shares
    Change vs previous 13F +1,275 shares

    0.17% of the 13F portfolio, value $684,425.

    13F-HR 0001398344-26-015711 filed by TUCKER ASSET 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 1,003 shares
    Change vs previous 13F +874 shares

    0.07% of the 13F portfolio, value $248,744.

    13F-HR 0001398344-26-015706 filed by TUCKER ASSET 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 129 shares
    Change vs previous 13F +129 shares

    0.01% of the 13F portfolio, value $31,755.

    13F-HR 0001398344-26-002318 filed by TUCKER ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -48 shares

    13F-HR 0001398344-26-000220 filed by TUCKER ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 48 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $10,358.

    13F-HR 0001398344-26-000218 filed by TUCKER ASSET MANAGEMENT LLC
    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 48 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,576.

    13F-HR 0001398344-26-000215 filed by TUCKER ASSET MANAGEMENT LLC
    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 48 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $10,606.

    13F-HR 0001398344-25-002523 filed by TUCKER ASSET MANAGEMENT LLC
    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 67 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,800.

    13F-HR 0001398344-25-001689 filed by TUCKER ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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