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Bristlecone Advisors, LLC: IWM position timeline

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

Bristlecone Advisors, LLC held 6,883 IWM shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 6,883 shares
    Change vs previous 13F -1,243 shares

    0.14% of the 13F portfolio, value $1,665,411.

    13F-HR 0001671716-25-000004 filed by Bristlecone 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 ended2025-06-30
    13F 8,126 shares
    Change vs previous 13F -3,721 shares

    0.15% of the 13F portfolio, value $1,753,510.

    13F-HR 0001398344-25-014361 filed by Bristlecone 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 ended2025-03-31
    13F 11,847 shares
    Change vs previous 13F -445 shares

    0.19% of the 13F portfolio, value $2,363,359.

    13F-HR 0001398344-25-009163 filed by Bristlecone 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 ended2024-12-31
    13F 12,292 shares
    Change vs previous 13F -380 shares

    0.21% of the 13F portfolio, value $2,716,041.

    13F-HR 0001398344-25-001325 filed by Bristlecone 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 ended2024-09-30
    13F 12,672 shares
    Change vs previous 13F +309 shares

    0.22% of the 13F portfolio, value $2,799,119.

    13F-HR 0001398344-24-019318 filed by Bristlecone 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 ended2024-06-30
    13F 12,363 shares
    Change vs previous 13F -461 shares

    0.21% of the 13F portfolio, value $2,508,330.

    13F-HR 0001398344-24-013068 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 12,824 shares
    Change vs previous 13F -503 shares

    0.24% of the 13F portfolio, value $2,696,888.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 13,327 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,674,863.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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