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Accredited Investors Inc.: IWM position timeline

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

Accredited Investors Inc. held 365,770 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 365,770 shares
    Change vs previous 13F +10,766 shares

    4.75% of the 13F portfolio, value $109,895,586.

    13F-HR 0001518364-26-000004 filed by Accredited Investors Inc.
    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 355,004 shares
    Change vs previous 13F +24,858 shares

    4.74% of the 13F portfolio, value $88,040,887.

    13F-HR 0001518364-26-000003 filed by Accredited Investors Inc.
    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 330,146 shares
    Change vs previous 13F +26,693 shares

    4.32% of the 13F portfolio, value $81,268,778.

    13F-HR 0001518364-26-000002 filed by Accredited Investors Inc.
    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 303,453 shares
    Change vs previous 13F +75,052 shares

    4.1% of the 13F portfolio, value $73,423,529.

    13F-HR 0001518364-25-000009 filed by Accredited Investors Inc.
    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 228,401 shares
    Change vs previous 13F -2,987 shares

    2.91% of the 13F portfolio, value $49,286,700.

    13F-HR 0001518364-25-000005 filed by Accredited Investors Inc.
    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 231,388 shares
    Change vs previous 13F -5,652 shares

    2.87% of the 13F portfolio, value $46,159,525.

    13F-HR 0001518364-25-000004 filed by Accredited Investors Inc.
    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 237,040 shares
    Change vs previous 13F -1,539 shares

    3.07% of the 13F portfolio, value $52,376,312.

    13F-HR 0001518364-25-000003 filed by Accredited Investors Inc.
    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/A 238,579 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $52,699,681.

    13F-HR/A 0001518364-24-000008 filed by Accredited Investors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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