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Disclosery

Apriem Advisors: IWM position timeline

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

Apriem Advisors held 8,599 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,599 shares
    Change vs previous 13F +975 shares

    0.22% of the 13F portfolio, value $2,583,570.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 7,624 shares
    Change vs previous 13F -55 shares

    0.18% of the 13F portfolio, value $1,890,752.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 7,679 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,890,263.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 7,679 shares
    Change vs previous 13F -492 shares

    0.18% of the 13F portfolio, value $1,858,011.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 8,171 shares
    Change vs previous 13F +509 shares

    0.19% of the 13F portfolio, value $1,763,220.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 7,662 shares
    Change vs previous 13F +193 shares

    0.18% of the 13F portfolio, value $1,528,492.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 7,469 shares
    Change vs previous 13F +660 shares

    0.19% of the 13F portfolio, value $1,650,350.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 6,809 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,504,040.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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