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Disclosery

Wedmont Private Capital: IWM position timeline

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

Wedmont Private Capital held 17,700 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,700 shares
    Change vs previous 13F -176 shares

    0.12% of the 13F portfolio, value $4,913,012.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,876 shares
    Change vs previous 13F +2,552 shares

    0.15% of the 13F portfolio, value $5,291,062.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,324 shares
    Change vs previous 13F +2,428 shares

    0.13% of the 13F portfolio, value $3,991,521.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 12,896 shares
    Change vs previous 13F +667 shares

    0.11% of the 13F portfolio, value $3,294,726.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,229 shares
    Change vs previous 13F +507 shares

    0.11% of the 13F portfolio, value $2,985,892.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,722 shares
    Change vs previous 13F -402 shares

    0.11% of the 13F portfolio, value $2,621,518.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,124 shares
    Change vs previous 13F +3,097 shares

    0.11% of the 13F portfolio, value $2,235,096.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,027 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,957,297.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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