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TWIN FOCUS CAPITAL PARTNERS, LLC: IWM position timeline

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

TWIN FOCUS CAPITAL PARTNERS, LLC held 21,209 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,209 shares
    Change vs previous 13F +192 shares

    0.65% of the 13F portfolio, value $6,372,102.

    13F-HR 0001172661-26-002872 filed by TWIN FOCUS CAPITAL PARTNERS, 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 21,017 shares
    Change vs previous 13F +7,717 shares

    0.6% of the 13F portfolio, value $5,212,099.

    13F-HR 0001172661-26-001948 filed by TWIN FOCUS CAPITAL PARTNERS, 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 13,300 shares
    Change vs previous 13F -104 shares

    0.38% of the 13F portfolio, value $3,273,928.

    13F-HR 0001172661-26-000934 filed by TWIN FOCUS CAPITAL PARTNERS, 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 13,404 shares
    Change vs previous 13F -189 shares

    0.41% of the 13F portfolio, value $3,243,232.

    13F-HR 0001172661-25-004731 filed by TWIN FOCUS CAPITAL PARTNERS, LLC
    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 13,593 shares
    Change vs previous 13F -11,715 shares

    0.41% of the 13F portfolio, value $2,933,233.

    13F-HR 0001172661-25-003058 filed by TWIN FOCUS CAPITAL PARTNERS, 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 25,308 shares
    Change vs previous 13F -25 shares

    0.78% of the 13F portfolio, value $5,048,693.

    13F-HR 0001172661-25-001761 filed by TWIN FOCUS CAPITAL PARTNERS, 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 25,333 shares
    Change vs previous 13F -960 shares

    0.83% of the 13F portfolio, value $5,597,580.

    13F-HR 0001172661-25-000846 filed by TWIN FOCUS CAPITAL PARTNERS, 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 26,293 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $5,807,861.

    13F-HR 0001172661-24-004988 filed by TWIN FOCUS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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