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VICTORY FINANCIAL GROUP, LLC: IWM position timeline

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

VICTORY FINANCIAL GROUP, LLC held 5,840 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,840 shares
    Change vs previous 13F +396 shares

    0.18% of the 13F portfolio, value $1,754,547.

    13F-HR 0001754960-26-000656 filed by VICTORY FINANCIAL GROUP, 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 5,444 shares
    Change vs previous 13F +1,266 shares

    0.17% of the 13F portfolio, value $1,350,109.

    13F-HR 0001754960-26-000326 filed by VICTORY FINANCIAL GROUP, 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 4,178 shares
    Change vs previous 13F +1,545 shares

    0.13% of the 13F portfolio, value $1,028,402.

    13F-HR 0001754960-26-000080 filed by VICTORY FINANCIAL GROUP, 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 2,633 shares
    Change vs previous 13F -1,110 shares

    0.09% of the 13F portfolio, value $637,007.

    13F-HR 0001754960-25-000796 filed by VICTORY FINANCIAL GROUP, 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 3,743 shares
    Change vs previous 13F +593 shares

    0.13% of the 13F portfolio, value $807,663.

    13F-HR 0001754960-25-000601 filed by VICTORY FINANCIAL GROUP, 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 3,150 shares
    Change vs previous 13F -454 shares

    0.12% of the 13F portfolio, value $628,478.

    13F-HR 0001754960-25-000293 filed by VICTORY FINANCIAL GROUP, 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 3,604 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $796,304.

    13F-HR 0001754960-25-000127 filed by VICTORY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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