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Benchmark Investment Advisors LLC: IWM position timeline

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

Benchmark Investment Advisors LLC held 1,431 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,431 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $429,835.

    13F-HR 0001104659-26-095032 filed by Benchmark Investment Advisors LLC
    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 1,430 shares
    Change vs previous 13F +86 shares

    0.21% of the 13F portfolio, value $354,750.

    13F-HR 0001104659-26-060063 filed by Benchmark Investment 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 ended2025-09-30
    13F 1,344 shares
    Change vs previous 13F -2,039 shares

    0.19% of the 13F portfolio, value $325,198.

    13F-HR 0001104659-25-111202 filed by Benchmark Investment 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 ended2025-03-31
    13F 3,383 shares
    Change vs previous 13F -1,505 shares

    0.44% of the 13F portfolio, value $674,919.

    13F-HR 0001104659-25-049175 filed by Benchmark Investment 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 ended2024-12-31
    13F 4,888 shares
    Change vs previous 13F +2,888 shares

    0.7% of the 13F portfolio, value $1,080,132.

    13F-HR 0001104659-25-012608 filed by Benchmark Investment 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 ended2024-09-30
    13F 2,000 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $441,827.

    13F-HR 0001104659-24-117601 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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