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BREAKTHRU ADVISORY SERVICES, LLC: IWM position timeline

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

BREAKTHRU ADVISORY SERVICES, LLC held 12,642 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,642 shares
    Change vs previous 13F -3,000 shares

    12.76% of the 13F portfolio, value $3,798,289.

    13F-HR 0002055645-26-000004 filed by BREAKTHRU ADVISORY SERVICES, 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 15,642 shares
    Change vs previous 13F 0 shares

    6.22% of the 13F portfolio, value $3,879,216.

    13F-HR 0002055645-26-000002 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 15,642 shares
    Change vs previous 13F 0 shares

    2.46% of the 13F portfolio, value $3,850,435.

    13F-HR 0002055645-26-000001 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 15,642 shares
    Change vs previous 13F +15,642 shares

    2.49% of the 13F portfolio, value $3,784,738.

    13F-HR 0002055645-25-000007 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -15,644 shares

    13F-HR 0002055645-25-000003 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 15,644 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $3,456,698.

    13F-HR 0002055645-25-000002 filed by BREAKTHRU ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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