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Caerus Investment Advisors, LLC: IWM position timeline

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

Caerus Investment Advisors, LLC held 27,493 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,493 shares
    Change vs previous 13F 0 shares

    2.79% of the 13F portfolio, value $8,260,272.

    13F-HR 0001862682-26-000003 filed by Caerus 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 27,493 shares
    Change vs previous 13F -447 shares

    2.88% of the 13F portfolio, value $6,818,264.

    13F-HR 0001862682-26-000002 filed by Caerus 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 ended2025-12-31
    13F 27,940 shares
    Change vs previous 13F -2,538 shares

    2.3% of the 13F portfolio, value $6,877,710.

    13F-HR 0001862682-26-000001 filed by Caerus 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 ended2025-09-30
    13F 30,478 shares
    Change vs previous 13F 0 shares

    3.02% of the 13F portfolio, value $7,374,457.

    13F-HR 0001862682-25-000002 filed by Caerus 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 ended2025-06-30
    13F 30,478 shares
    Change vs previous 13F 0 shares

    6.27% of the 13F portfolio, value $6,576,848.

    13F-HR 0001085146-25-005300 filed by Caerus 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 ended2025-03-31
    13F 30,478 shares
    Change vs previous 13F -374 shares

    5.86% of the 13F portfolio, value $6,080,056.

    13F-HR 0001085146-25-002408 filed by Caerus Investment 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 ended2024-12-31
    13F 30,852 shares
    Change vs previous 13F -42 shares

    6.41% of the 13F portfolio, value $6,817,058.

    13F-HR 0001085146-25-001372 filed by Caerus Investment 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 ended2024-09-30
    13F 30,894 shares
    Change vs previous 13F not available

    6.47% of the 13F portfolio, value $6,824,176.

    13F-HR 0001085146-24-005889 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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