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Disclosery

Argent Advisors, Inc.: IWM position timeline

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

Argent Advisors, Inc. held 2,260 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,260 shares
    Change vs previous 13F -358 shares

    0.17% of the 13F portfolio, value $679,042.

    13F-HR 0001426851-26-000006 filed by Argent Advisors, Inc.
    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 2,618 shares
    Change vs previous 13F -50,084 shares

    0.18% of the 13F portfolio, value $649,285.

    13F-HR 0001426851-26-000005 filed by Argent Advisors, Inc.
    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 52,702 shares
    Change vs previous 13F -1,711 shares

    3.62% of the 13F portfolio, value $12,973,052.

    13F-HR 0001426851-26-000001 filed by Argent Advisors, Inc.
    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 54,413 shares
    Change vs previous 13F +1,954 shares

    3.88% of the 13F portfolio, value $13,165,738.

    13F-HR 0001426851-25-000010 filed by Argent Advisors, Inc.
    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 52,459 shares
    Change vs previous 13F +989 shares

    3.5% of the 13F portfolio, value $11,320,049.

    13F-HR 0001426851-25-000006 filed by Argent Advisors, Inc.
    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 51,470 shares
    Change vs previous 13F -1,129 shares

    3.44% of the 13F portfolio, value $10,267,772.

    13F-HR 0001426851-25-000005 filed by Argent Advisors, Inc.
    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 52,599 shares
    Change vs previous 13F +1,058 shares

    4.31% of the 13F portfolio, value $11,622,248.

    13F-HR 0001426851-25-000001 filed by Argent Advisors, Inc.
    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 51,541 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $11,384,260.

    13F-HR 0001426851-24-000011 filed by Argent Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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