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Antonelli Financial Advisors, LLC: IWM position timeline

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

Antonelli Financial Advisors, LLC held 2,374 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,374 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $660,000.

    13F-HR 0002055364-26-000008 filed by Antonelli Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,374 shares
    Change vs previous 13F -117 shares

    0.49% of the 13F portfolio, value $713,000.

    13F-HR 0002055364-26-000006 filed by Antonelli Financial Advisors, 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 2,491 shares
    Change vs previous 13F -115 shares

    0.43% of the 13F portfolio, value $618,000.

    13F-HR 0002055364-26-000004 filed by Antonelli Financial Advisors, 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 2,606 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $641,000.

    13F-HR 0002055364-26-000002 filed by Antonelli Financial Advisors, 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 2,606 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $630,454.

    13F-HR 0002055364-25-000004 filed by Antonelli Financial Advisors, 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 2,606 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $562,265.

    13F-HR 0001667731-25-000938 filed by Antonelli Financial Advisors, 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 2,606 shares
    Change vs previous 13F -1,017 shares

    0.42% of the 13F portfolio, value $519,794.

    13F-HR 0001667731-25-000484 filed by Antonelli Financial Advisors, 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 3,623 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $800,500.

    13F-HR 0001667731-25-000237 filed by Antonelli Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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