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Disclosery

Advus Financial Partners, LLC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advus Financial Partners, LLC on IWM, newest first. How the timeline and the estimate are built.

Advus Financial Partners, LLC held 2,593 IWM shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,593 shares
    Change vs previous 13F -299 shares

    0.22% of the 13F portfolio, value $779,019.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 2,892 shares
    Change vs previous 13F +418 shares

    0.27% of the 13F portfolio, value $717,216.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 2,474 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $609,000.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 2,474 shares
    Change vs previous 13F -11 shares

    0.22% of the 13F portfolio, value $598,609.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 2,485 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $536,238.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 2,485 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $495,733.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 2,485 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $549,086.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 2,485 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $548,912.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested