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ALPHA CAPITAL ADVISORS INC /ADV: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALPHA CAPITAL ADVISORS INC /ADV on IWM, newest first. How the timeline and the estimate are built.

ALPHA CAPITAL ADVISORS INC /ADV held 20,510 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,510 shares
    Change vs previous 13F -585 shares

    5.32% of the 13F portfolio, value $6,162,091.

    13F-HR 0002063364-26-000271 filed by ALPHA CAPITAL ADVISORS INC /ADV
    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 21,095 shares
    Change vs previous 13F +531 shares

    4.98% of the 13F portfolio, value $5,231,627.

    13F-HR 0002063364-26-000165 filed by ALPHA CAPITAL ADVISORS INC /ADV
    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 20,564 shares
    Change vs previous 13F not available

    4.99% of the 13F portfolio, value $5,374,436.

    13F-HR 0002063364-26-000077 filed by ALPHA CAPITAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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