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Watts Gwilliam & Co., LLC: IWM position timeline

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

Watts Gwilliam & Co., LLC held 3,246 IWM shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,246 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $785,425.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 3,245 shares
    Change vs previous 13F -1,112 shares

    0.13% of the 13F portfolio, value $794,511.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,357 shares
    Change vs previous 13F +2,073 shares

    0.19% of the 13F portfolio, value $869,104.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,284 shares
    Change vs previous 13F +202 shares

    0.11% of the 13F portfolio, value $508,756.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,082 shares
    Change vs previous 13F -4,303 shares

    0.1% of the 13F portfolio, value $453,015.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 6,385 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,320,860.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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