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Allodium Investment Consultants, LLC: IWM position timeline

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

Allodium Investment Consultants, LLC held 10,787 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,787 shares
    Change vs previous 13F -90 shares

    1.23% of the 13F portfolio, value $2,997,599.

    13F-HR 0002052983-26-000005 filed by Allodium Investment Consultants, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,877 shares
    Change vs previous 13F -91 shares

    1.39% of the 13F portfolio, value $3,267,995.

    13F-HR 0002052983-26-000003 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,968 shares
    Change vs previous 13F -73 shares

    1.3% of the 13F portfolio, value $2,720,064.

    13F-HR 0002052983-26-000002 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,041 shares
    Change vs previous 13F -131 shares

    1.38% of the 13F portfolio, value $2,717,853.

    13F-HR 0002052983-26-000001 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,172 shares
    Change vs previous 13F +88 shares

    1.53% of the 13F portfolio, value $2,703,177.

    13F-HR 0001085146-25-005876 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,084 shares
    Change vs previous 13F -97 shares

    1.51% of the 13F portfolio, value $2,391,816.

    13F-HR 0001085146-25-004516 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,181 shares
    Change vs previous 13F -53 shares

    1.65% of the 13F portfolio, value $2,230,498.

    13F-HR 0001085146-25-002299 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,234 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $2,482,263.

    13F-HR 0001085146-25-000737 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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