Skip to content
Disclosery

Advance Capital Management, Inc.: IWM position timeline

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

Advance Capital Management, Inc. held 4,005 IWM 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 4,005 shares
    Change vs previous 13F -58 shares

    0.04% of the 13F portfolio, value $1,203,229.

    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 4,063 shares
    Change vs previous 13F -712 shares

    0.04% of the 13F portfolio, value $1,007,605.

    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 4,775 shares
    Change vs previous 13F +374 shares

    0.05% of the 13F portfolio, value $1,175,486.

    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 4,401 shares
    Change vs previous 13F -110 shares

    0.05% of the 13F portfolio, value $1,064,896.

    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 4,511 shares
    Change vs previous 13F -705 shares

    0.04% of the 13F portfolio, value $973,464.

    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 5,216 shares
    Change vs previous 13F -1,227 shares

    0.05% of the 13F portfolio, value $1,040,583.

    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 6,443 shares
    Change vs previous 13F +111 shares

    0.07% of the 13F portfolio, value $1,423,604.

    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 6,332 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,398,609.

    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).