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Disclosery

Vawter Financial, Ltd.: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vawter Financial, Ltd. on IWM, newest first. How the timeline and the estimate are built.

Vawter Financial, Ltd. held 2,875 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 2,875 shares
    Change vs previous 13F -47 shares

    0.33% of the 13F portfolio, value $863,935.

    13F-HR 0001974403-26-000003 filed by Vawter Financial, Ltd.
    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/A 2,922 shares
    Change vs previous 13F -500 shares

    0.3% of the 13F portfolio, value $724,752.

    13F-HR/A 0001974403-26-000007 filed by Vawter Financial, Ltd.
    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/A 3,422 shares
    Change vs previous 13F -138 shares

    0.36% of the 13F portfolio, value $842,439.

    13F-HR/A 0001974403-26-000006 filed by Vawter Financial, Ltd.
    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/A 3,560 shares
    Change vs previous 13F +3,560 shares

    0.39% of the 13F portfolio, value $861,427.

    13F-HR/A 0001974403-26-000005 filed by Vawter Financial, Ltd.
    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/A 0 shares
    Change vs previous 13F -3,632 shares

    13F-HR/A 0001974403-26-000004 filed by Vawter Financial, Ltd.
    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.

  6. period ended2025-03-31
    13F 3,632 shares
    Change vs previous 13F +474 shares

    0.41% of the 13F portfolio, value $724,548.

    13F-HR 0001974403-25-000002 filed by Vawter Financial, Ltd.
    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 3,158 shares
    Change vs previous 13F -337 shares

    0.42% of the 13F portfolio, value $697,792.

    13F-HR 0001974403-25-000001 filed by Vawter Financial, Ltd.
    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 3,495 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $772,011.

    13F-HR 0001974403-24-000006 filed by Vawter Financial, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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