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Disclosery

Advance Capital Management, Inc.: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advance Capital Management, Inc. on IWB, newest first. How the timeline and the estimate are built.

Advance Capital Management, Inc. held 34,538 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,538 shares
    Change vs previous 13F +22 shares

    0.46% of the 13F portfolio, value $14,143,281.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, 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 34,516 shares
    Change vs previous 13F -348 shares

    0.47% of the 13F portfolio, value $12,306,885.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, 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 34,864 shares
    Change vs previous 13F -243 shares

    0.55% of the 13F portfolio, value $13,019,438.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, 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 35,107 shares
    Change vs previous 13F -176 shares

    0.56% of the 13F portfolio, value $12,831,050.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, 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 35,283 shares
    Change vs previous 13F +277 shares

    0.54% of the 13F portfolio, value $11,981,165.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, 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 35,006 shares
    Change vs previous 13F -366 shares

    0.51% of the 13F portfolio, value $10,737,882.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, 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 35,372 shares
    Change vs previous 13F -208 shares

    0.52% of the 13F portfolio, value $11,395,413.

    13F-HR 0001536029-25-000001 filed by Advance Capital Management, 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 35,580 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $11,186,019.

    13F-HR 0001536029-24-000006 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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