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Alpha Advisors, LLC/VA: IWM position timeline

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

Alpha Advisors, LLC/VA held 4,766 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 4,766 shares
    Change vs previous 13F +139 shares

    1.08% of the 13F portfolio, value $1,432,692.

    13F-HR 0001941040-26-000582 filed by Alpha Advisors, LLC/VA
    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 4,627 shares
    Change vs previous 13F +2,143 shares

    0.91% of the 13F portfolio, value $1,147,916.

    13F-HR 0001941040-26-000357 filed by Alpha Advisors, LLC/VA
    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 2,484 shares
    Change vs previous 13F -331 shares

    0.47% of the 13F portfolio, value $611,431.

    13F-HR 0001941040-26-000107 filed by Alpha Advisors, LLC/VA
    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 2,815 shares
    Change vs previous 13F -533 shares

    0.51% of the 13F portfolio, value $681,475.

    13F-HR 0001941040-25-000633 filed by Alpha Advisors, LLC/VA
    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 3,348 shares
    Change vs previous 13F +1 shares

    0.62% of the 13F portfolio, value $722,787.

    13F-HR 0001941040-25-000632 filed by Alpha Advisors, LLC/VA
    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 3,347 shares
    Change vs previous 13F +114 shares

    0.58% of the 13F portfolio, value $667,660.

    13F-HR 0001941040-25-000631 filed by Alpha Advisors, LLC/VA
    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 3,233 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $714,315.

    13F-HR 0001941040-25-000630 filed by Alpha Advisors, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

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