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Disclosery

Westshore Wealth, LLC: IWM position timeline

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

Westshore Wealth, LLC held 57,571 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 57,571 shares
    Change vs previous 13F -244 shares

    5.37% of the 13F portfolio, value $17,297,224.

    13F-HR 0001806366-26-000004 filed by Westshore Wealth, 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 57,815 shares
    Change vs previous 13F -725 shares

    5.03% of the 13F portfolio, value $14,338,107.

    13F-HR 0001806366-26-000002 filed by Westshore Wealth, 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 58,540 shares
    Change vs previous 13F +73 shares

    4.77% of the 13F portfolio, value $14,410,170.

    13F-HR 0001806366-26-000001 filed by Westshore Wealth, 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 58,467 shares
    Change vs previous 13F -1,577 shares

    4.83% of the 13F portfolio, value $14,146,555.

    13F-HR 0001806366-25-000002 filed by Westshore Wealth, 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 60,044 shares
    Change vs previous 13F -117 shares

    4.97% of the 13F portfolio, value $12,956,997.

    13F-HR 0001085146-25-003688 filed by Westshore Wealth, 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 60,161 shares
    Change vs previous 13F -958 shares

    5.08% of the 13F portfolio, value $12,001,444.

    13F-HR 0001085146-25-003283 filed by Westshore Wealth, 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 61,119 shares
    Change vs previous 13F +326 shares

    5.47% of the 13F portfolio, value $13,504,905.

    13F-HR 0001085146-25-003402 filed by Westshore Wealth, 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 60,793 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $13,428,675.

    13F-HR 0001085146-24-005567 filed by Westshore Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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