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Disclosery

Vision Capital Management, Inc.: IWM position timeline

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

Vision Capital Management, Inc. held 13,157 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,157 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $3,952,966.

    13F-HR 0001417889-26-000004 filed by Vision Capital Management, Inc.
    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 13,157 shares
    Change vs previous 13F -251 shares

    0.41% of the 13F portfolio, value $3,262,891.

    13F-HR 0001417889-26-000002 filed by Vision Capital Management, Inc.
    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 13,408 shares
    Change vs previous 13F -15 shares

    0.4% of the 13F portfolio, value $3,300,468.

    13F-HR 0001417889-26-000001 filed by Vision Capital Management, Inc.
    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 13,423 shares
    Change vs previous 13F -64 shares

    0.4% of the 13F portfolio, value $3,247,785.

    13F-HR 0001417889-25-000005 filed by Vision Capital Management, Inc.
    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 13,487 shares
    Change vs previous 13F -24 shares

    0.38% of the 13F portfolio, value $2,910,321.

    13F-HR 0001417889-25-000004 filed by Vision Capital Management, Inc.
    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 13,511 shares
    Change vs previous 13F -18 shares

    0.39% of the 13F portfolio, value $2,695,273.

    13F-HR 0001785445-25-000006 filed by Vision Capital Management, Inc.
    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 13,529 shares
    Change vs previous 13F -48 shares

    0.44% of the 13F portfolio, value $2,989,328.

    13F-HR 0001417889-25-000001 filed by Vision Capital Management, Inc.
    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 13,577 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,998,983.

    13F-HR 0001417889-24-000007 filed by Vision Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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