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Disclosery

Zega Financial, LLC: IWM position timeline

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

Zega Financial, LLC held 0 IWM shares at 2024-06-30 per its 13F-HR filed 2024-08-12.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -4,815 shares

    13F-HR 0001172661-24-003205 filed by Zega Financial, LLC
    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 ended2024-03-31
    13F 4,815 shares
    Change vs previous 13F +3,618 shares

    0.44% of the 13F portfolio, value $1,012,661.

    13F-HR 0001172661-24-002103 filed by Zega 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 ended2023-12-31
    13F 1,197 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $240,250.

    13F-HR 0001172661-24-001055 filed by Zega Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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