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Disclosery

Madison Asset Management, LLC: IWM position timeline

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

Madison Asset Management, LLC held 5,855 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,855 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,759,135.

    13F-HR 0001954889-26-000022 filed by Madison Asset 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 5,855 shares
    Change vs previous 13F +169 shares

    0.02% of the 13F portfolio, value $1,452,040.

    13F-HR 0001954889-26-000018 filed by Madison Asset 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 5,686 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,399,666.

    13F-HR 0001954889-26-000008 filed by Madison Asset 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 5,686 shares
    Change vs previous 13F +4,475 shares

    0.02% of the 13F portfolio, value $1,375,785.

    13F-HR 0001954889-25-000033 filed by Madison Asset 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 1,211 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $261,322.

    13F-HR 0001954889-25-000027 filed by Madison Asset 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 1,211 shares
    Change vs previous 13F -1,211 shares

    <0.01% of the 13F portfolio, value $241,582.

    13F-HR 0001954889-25-000019 filed by Madison Asset 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 ended2024-12-31
    13F/A 2,422 shares
    Change vs previous 13F +1,211 shares

    <0.01% of the 13F portfolio, value $535,166.

    13F-HR 0001954889-25-000006 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Madison Asset Management, LLC: 1,211 shares
    • Madison Investment Advisors, LLC: 1,211 shares

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

  8. period ended2024-09-30
    13F 1,211 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $267,498.

    13F-HR 0001954889-24-000003 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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