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WINCAP FINANCIAL LLC: IWM position timeline

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

WINCAP FINANCIAL LLC held 24,414 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,414 shares
    Change vs previous 13F +839 shares

    3.96% of the 13F portfolio, value $7,335,063.

    13F-HR 0001951757-26-000950 filed by WINCAP FINANCIAL 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 23,575 shares
    Change vs previous 13F +1,222 shares

    3.89% of the 13F portfolio, value $5,846,478.

    13F-HR 0001951757-26-000558 filed by WINCAP FINANCIAL 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 22,353 shares
    Change vs previous 13F +358 shares

    3.78% of the 13F portfolio, value $5,502,304.

    13F-HR 0001951757-26-000084 filed by WINCAP FINANCIAL 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 21,995 shares
    Change vs previous 13F +5,876 shares

    3.68% of the 13F portfolio, value $5,321,872.

    13F-HR 0001951757-25-001309 filed by WINCAP FINANCIAL 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 16,119 shares
    Change vs previous 13F +3,304 shares

    2.8% of the 13F portfolio, value $3,478,388.

    13F-HR 0001951757-25-001010 filed by WINCAP FINANCIAL 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 12,815 shares
    Change vs previous 13F +2,512 shares

    2.42% of the 13F portfolio, value $2,556,419.

    13F-HR 0001951757-25-000530 filed by WINCAP FINANCIAL 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 10,303 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $2,276,546.

    13F-HR 0001951757-25-000529 filed by WINCAP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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