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Advisor Resource Council: IWM position timeline

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

Advisor Resource Council held 10,449 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,449 shares
    Change vs previous 13F -58 shares

    1.04% of the 13F portfolio, value $3,129,788.

    13F-HR 0001820879-26-000004 filed by Advisor Resource Council
    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 10,507 shares
    Change vs previous 13F -668 shares

    1.03% of the 13F portfolio, value $2,605,857.

    13F-HR 0001820879-26-000002 filed by Advisor Resource Council
    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 11,175 shares
    Change vs previous 13F +6,886 shares

    1.02% of the 13F portfolio, value $2,861,970.

    13F-HR 0001820879-26-000001 filed by Advisor Resource Council
    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 4,289 shares
    Change vs previous 13F -11,950 shares

    1.4% of the 13F portfolio, value $1,037,767.

    13F-HR 0001820879-25-000003 filed by Advisor Resource Council
    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 16,239 shares
    Change vs previous 13F -4,722 shares

    1.72% of the 13F portfolio, value $3,504,213.

    13F-HR 0001085146-25-004794 filed by Advisor Resource Council
    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 20,961 shares
    Change vs previous 13F +11,548 shares

    0.15% of the 13F portfolio, value $1,799,901.

    13F-HR 0001085146-25-002216 filed by Advisor Resource Council
    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 9,413 shares
    Change vs previous 13F -15,887 shares

    1.49% of the 13F portfolio, value $2,079,897.

    13F-HR 0001085146-25-001768 filed by Advisor Resource Council
    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 25,300 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $5,588,407.

    13F-HR 0001085146-24-005243 filed by Advisor Resource Council
    Filed (acceptance time not in the bulk data set), ingested

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