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Viewpoint Capital Management LLC: IWM position timeline

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

Viewpoint Capital Management LLC held 13,706 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,706 shares
    Change vs previous 13F +477 shares

    2.1% of the 13F portfolio, value $4,117,968.

    13F-HR 0001398344-26-013442 filed by Viewpoint Capital 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 13,229 shares
    Change vs previous 13F +1,457 shares

    1.53% of the 13F portfolio, value $3,280,792.

    13F-HR 0001398344-26-006658 filed by Viewpoint Capital 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 11,772 shares
    Change vs previous 13F +918 shares

    1.26% of the 13F portfolio, value $2,897,796.

    13F-HR 0001398344-26-002697 filed by Viewpoint Capital 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 10,854 shares
    Change vs previous 13F +791 shares

    1.16% of the 13F portfolio, value $2,626,234.

    13F-HR 0001398344-25-019500 filed by Viewpoint Capital Management 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 10,063 shares
    Change vs previous 13F +175 shares

    1.07% of the 13F portfolio, value $2,171,495.

    13F-HR 0001398344-25-013538 filed by Viewpoint Capital 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 9,888 shares
    Change vs previous 13F +1,731 shares

    1.06% of the 13F portfolio, value $1,972,557.

    13F-HR 0001398344-25-008026 filed by Viewpoint Capital 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 8,157 shares
    Change vs previous 13F +2,035 shares

    0.95% of the 13F portfolio, value $1,802,371.

    13F-HR 0001398344-25-001366 filed by Viewpoint Capital 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 6,122 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,348,860.

    13F-HR 0001398344-24-019294 filed by Viewpoint Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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