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Ballew Advisors, Inc: IWM position timeline

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

Ballew Advisors, Inc held 2,840 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,840 shares
    Change vs previous 13F -111 shares

    0.4% of the 13F portfolio, value $799,475.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,951 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $878,176.

    13F-HR 0001580642-26-004238 filed by Ballew 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 ended2026-03-31
    13F 2,951 shares
    Change vs previous 13F -37 shares

    0.44% of the 13F portfolio, value $772,915.

    13F-HR 0001580642-26-002441 filed by Ballew 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 ended2025-12-31
    13F 2,988 shares
    Change vs previous 13F +1 shares

    0.44% of the 13F portfolio, value $780,937.

    13F-HR 0001580642-26-000257 filed by Ballew 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 ended2025-09-30
    13F 2,987 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $740,554.

    13F-HR 0001580642-25-006581 filed by Ballew 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 ended2025-06-30
    13F 2,987 shares
    Change vs previous 13F -92 shares

    0.4% of the 13F portfolio, value $666,265.

    13F-HR 0001580642-25-004115 filed by Ballew 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 ended2025-03-31
    13F 3,079 shares
    Change vs previous 13F -12 shares

    0.38% of the 13F portfolio, value $567,651.

    13F-HR 0001580642-25-002392 filed by Ballew 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 ended2024-12-31
    13F 3,091 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $671,415.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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