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Disclosery

Savant Capital, LLC: IWM position timeline

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

Savant Capital, LLC held 190,233 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 190,233 shares
    Change vs previous 13F +9,184 shares

    0.17% of the 13F portfolio, value $57,167,996.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 181,049 shares
    Change vs previous 13F -3,925 shares

    0.22% of the 13F portfolio, value $44,900,073.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 184,974 shares
    Change vs previous 13F -2,943 shares

    0.26% of the 13F portfolio, value $45,533,221.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 187,917 shares
    Change vs previous 13F -1,213 shares

    0.28% of the 13F portfolio, value $45,468,419.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 189,130 shares
    Change vs previous 13F -11,265 shares

    0.29% of the 13F portfolio, value $40,812,381.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 200,395 shares
    Change vs previous 13F -4,889 shares

    0.34% of the 13F portfolio, value $39,976,826.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 205,284 shares
    Change vs previous 13F -3,223 shares

    0.36% of the 13F portfolio, value $45,359,493.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 208,507 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $46,057,054.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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