Skip to content
Disclosery

ZEGA Investments, LLC: IWM position timeline

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

ZEGA Investments, LLC held 2,003 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,003 shares
    Change vs previous 13F -164 shares

    0.1% of the 13F portfolio, value $601,818.

    13F-HR 0002045703-26-000001 filed by ZEGA Investments, 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 2,167 shares
    Change vs previous 13F +965 shares

    0.1% of the 13F portfolio, value $537,423.

    13F-HR 0001172661-26-001641 filed by ZEGA Investments, 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 1,202 shares
    Change vs previous 13F -26 shares

    0.06% of the 13F portfolio, value $295,887.

    13F-HR 0001172661-26-000317 filed by ZEGA Investments, 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 1,228 shares
    Change vs previous 13F +35 shares

    0.07% of the 13F portfolio, value $297,127.

    13F-HR 0001172661-25-004437 filed by ZEGA Investments, 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 1,193 shares
    Change vs previous 13F -31 shares

    0.06% of the 13F portfolio, value $257,437.

    13F-HR 0001172661-25-002913 filed by ZEGA Investments, 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 1,224 shares
    Change vs previous 13F +65 shares

    0.07% of the 13F portfolio, value $244,176.

    13F-HR 0001172661-25-001796 filed by ZEGA Investments, 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 1,159 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $265,052.

    13F-HR 0001172661-25-000646 filed by ZEGA Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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