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Ziegler Capital Management, LLC: IWM position timeline

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

Ziegler Capital Management, LLC held 50,397 IWM shares at 2024-03-31 per its 13F-HR filed 2024-05-15.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 50,397 shares
    Change vs previous 13F +50,397 shares

    0.4% of the 13F portfolio, value $10,599,000.

    13F-HR 0001307617-24-000004 filed by Ziegler Capital 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 ended2023-12-31
    13F 0 shares
    Change vs previous 13F -33,676 shares

    13F-HR 0001172661-24-000196 filed by Ziegler Capital Management, 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.

  3. period ended2023-09-30
    13F 33,676 shares
    Change vs previous 13F +1,460 shares

    0.24% of the 13F portfolio, value $5,952,000.

    13F-HR 0001172661-23-003411 filed by Ziegler Capital 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 ended2023-06-30
    13F 32,216 shares
    Change vs previous 13F -5,752 shares

    0.23% of the 13F portfolio, value $6,033,000.

    13F-HR 0001172661-23-002615 filed by Ziegler Capital 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 ended2023-03-31
    13F 37,968 shares
    Change vs previous 13F +572 shares

    0.27% of the 13F portfolio, value $6,774,000.

    13F-HR 0001172661-23-001834 filed by Ziegler Capital 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 ended2022-12-31
    13F 37,396 shares
    Change vs previous 13F +7,409 shares

    0.27% of the 13F portfolio, value $6,520,000.

    13F-HR 0001172661-23-000275 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 29,987 shares
    Change vs previous 13F -1,414 shares

    0.22% of the 13F portfolio, value $4,945,000.

    13F-HR 0001172661-22-002236 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 31,401 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,318,000.

    13F-HR 0001172661-22-001650 filed by Ziegler Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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