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Disclosery

Bray Capital Advisors: IWM position timeline

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

Bray Capital Advisors held 39,449 IWM shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 39,449 shares
    Change vs previous 13F -1,019 shares

    2.36% of the 13F portfolio, value $8,716,628.

    13F-HR 0001580642-25-000663 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 40,468 shares
    Change vs previous 13F -2,315 shares

    2.19% of the 13F portfolio, value $8,939,074.

    13F-HR 0001580642-24-006545 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 42,783 shares
    Change vs previous 13F -188 shares

    2.18% of the 13F portfolio, value $8,680,220.

    13F-HR 0001580642-24-004036 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 42,971 shares
    Change vs previous 13F +301 shares

    2.29% of the 13F portfolio, value $9,036,777.

    13F-HR 0001580642-24-002387 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 42,670 shares
    Change vs previous 13F -2,334 shares

    2.37% of the 13F portfolio, value $8,564,299.

    13F-HR 0001580642-24-000585 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 45,004 shares
    Change vs previous 13F +46 shares

    2.42% of the 13F portfolio, value $7,953,947.

    13F-HR 0001580642-23-005759 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 44,958 shares
    Change vs previous 13F -21,277 shares

    2.52% of the 13F portfolio, value $8,419,221.

    13F-HR 0001580642-23-003829 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 66,235 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $11,816,373.

    13F-HR 0001580642-23-002305 filed by Bray Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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