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Disclosery

Addis & Hill, Inc: IWM position timeline

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

Addis & Hill, Inc held 19,216 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,216 shares
    Change vs previous 13F -218 shares

    3.18% of the 13F portfolio, value $5,773,452.

    13F-HR 0002063364-26-000178 filed by Addis & Hill, 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 19,434 shares
    Change vs previous 13F +348 shares

    2.93% of the 13F portfolio, value $4,819,568.

    13F-HR 0002063364-26-000089 filed by Addis & Hill, 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 19,086 shares
    Change vs previous 13F +763 shares

    2.85% of the 13F portfolio, value $4,698,247.

    13F-HR 0002063364-26-000006 filed by Addis & Hill, 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 18,323 shares
    Change vs previous 13F +848 shares

    2.71% of the 13F portfolio, value $4,443,207.

    13F-HR 0002063364-25-000220 filed by Addis & Hill, 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 17,475 shares
    Change vs previous 13F +515 shares

    2.46% of the 13F portfolio, value $3,770,866.

    13F-HR 0002063364-25-000108 filed by Addis & Hill, 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 16,960 shares
    Change vs previous 13F +16,960 shares

    2.36% of the 13F portfolio, value $3,383,355.

    13F-HR 0002063364-25-000019 filed by Addis & Hill, 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 0 shares
    Change vs previous 13F -13,485 shares

    13F-HR 0002016470-25-000002 filed by Addis & Hill, Inc
    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.

  8. period ended2024-09-30
    13F 13,485 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $2,979,000.

    13F-HR 0002016470-24-000010 filed by Addis & Hill, Inc
    Filed (acceptance time not in the bulk data set), ingested

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