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ARISTOTLE INVESTMENT SERVICES, LLC: IWM position timeline

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

ARISTOTLE INVESTMENT SERVICES, LLC held 26,411 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,411 shares
    Change vs previous 13F +5,041 shares

    0.53% of the 13F portfolio, value $7,935,175.

    13F-HR 0001398344-26-014480 filed by Aristotle Capital Boston, 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 21,370 shares
    Change vs previous 13F -15,295 shares

    0.33% of the 13F portfolio, value $5,307,437.

    13F-HR 0001398344-26-009206 filed by Aristotle Capital Boston, 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 36,665 shares
    Change vs previous 13F +368 shares

    0.5% of the 13F portfolio, value $9,025,445.

    13F-HR 0001398344-26-003238 filed by Aristotle Capital Boston, 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 36,297 shares
    Change vs previous 13F -746 shares

    0.45% of the 13F portfolio, value $8,782,556.

    13F-HR 0001398344-25-020922 filed by Aristotle Capital Boston, 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 37,043 shares
    Change vs previous 13F +6,325 shares

    0.41% of the 13F portfolio, value $7,993,684.

    13F-HR 0001398344-25-015416 filed by Aristotle Capital Boston, 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 30,718 shares
    Change vs previous 13F +1,793 shares

    0.31% of the 13F portfolio, value $6,127,877.

    13F-HR 0001398344-25-009467 filed by Aristotle Capital Boston, 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 28,925 shares
    Change vs previous 13F -13,393 shares

    0.24% of the 13F portfolio, value $6,391,291.

    13F-HR 0001398344-25-002761 filed by Aristotle Capital Boston, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 42,318 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $9,347,591.

    13F-HR 0001398344-24-020713 filed by Aristotle Capital Boston, LLC
    Filed (acceptance time not in the bulk data set), ingested

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