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Disclosery

Woodside Wealth Management LLC: IWM position timeline

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

Woodside Wealth Management LLC held 2,480 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,480 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $745,116.

    13F-HR 0001214659-26-008869 filed by Woodside Wealth Management 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 2,480 shares
    Change vs previous 13F -170 shares

    0.48% of the 13F portfolio, value $615,040.

    13F-HR 0001214659-26-004566 filed by Woodside Wealth Management 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 2,650 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $652,324.

    13F-HR 0002064883-26-000001 filed by Woodside Wealth Management 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 2,650 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $641,194.

    13F-HR 0002064883-25-000003 filed by Woodside Wealth Management 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 2,650 shares
    Change vs previous 13F -350 shares

    0.49% of the 13F portfolio, value $571,844.

    13F-HR 0002064883-25-000002 filed by Woodside Wealth Management 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 3,000 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $598,470.

    13F-HR 0002064883-25-000001 filed by Woodside Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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