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American Institute for Advanced Investment Management, LLP: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of American Institute for Advanced Investment Management, LLP on IWM, newest first. How the timeline and the estimate are built.

American Institute for Advanced Investment Management, LLP held 10,912 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,912 shares
    Change vs previous 13F -65 shares

    1.89% of the 13F portfolio, value $3,278,605.

    13F-HR 0001214659-26-008788 filed by American Institute for Advanced Investment Management, LLP
    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 10,977 shares
    Change vs previous 13F 0 shares

    1.76% of the 13F portfolio, value $2,722,371.

    13F-HR 0001214659-26-005031 filed by American Institute for Advanced Investment Management, LLP
    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 10,977 shares
    Change vs previous 13F -146 shares

    1.74% of the 13F portfolio, value $2,702,176.

    13F-HR 0001214659-26-001152 filed by American Institute for Advanced Investment Management, LLP
    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 11,123 shares
    Change vs previous 13F -356 shares

    1.76% of the 13F portfolio, value $2,691,396.

    13F-HR 0001214659-25-015751 filed by American Institute for Advanced Investment Management, LLP
    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 11,479 shares
    Change vs previous 13F -215 shares

    1.75% of the 13F portfolio, value $2,477,120.

    13F-HR 0001214659-25-011476 filed by American Institute for Advanced Investment Management, LLP
    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 11,694 shares
    Change vs previous 13F -535 shares

    1.78% of the 13F portfolio, value $2,332,901.

    13F-HR 0001214659-25-006031 filed by American Institute for Advanced Investment Management, LLP
    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 12,229 shares
    Change vs previous 13F -4 shares

    2.01% of the 13F portfolio, value $2,702,187.

    13F-HR 0001214659-25-001207 filed by American Institute for Advanced Investment Management, LLP
    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 12,233 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $2,702,220.

    13F-HR 0001214659-24-017820 filed by American Institute for Advanced Investment Management, LLP
    Filed (acceptance time not in the bulk data set), ingested

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