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Disclosery

Wise Wealth Partners: IWM position timeline

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

Wise Wealth Partners held 0 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -2,378 shares

    13F-HR 0002056711-26-000003 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 2,378 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $589,822.

    13F-HR 0002056711-26-000002 filed by Wise Wealth Partners
    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 2,378 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $585,446.

    13F-HR 0002056711-26-000001 filed by Wise Wealth Partners
    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 2,378 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $575,457.

    13F-HR 0002056711-25-000005 filed by Wise Wealth Partners
    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 2,378 shares
    Change vs previous 13F +996 shares

    0.86% of the 13F portfolio, value $513,216.

    13F-HR 0002056711-25-000003 filed by Wise Wealth Partners
    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 1,382 shares
    Change vs previous 13F +3 shares

    0.66% of the 13F portfolio, value $275,758.

    13F-HR 0002056711-25-000002 filed by Wise Wealth Partners
    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 1,379 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $304,756.

    13F-HR 0002056711-25-000001 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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