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Cambridge Advisors Inc.: IWM position timeline

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

Cambridge Advisors Inc. held 6,217 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,217 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,868,021.

    13F-HR 0001214659-26-008644 filed by Cambridge Advisors Inc.
    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 6,217 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,541,887.

    13F-HR 0001214659-26-004746 filed by Cambridge Advisors Inc.
    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 6,217 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,530,423.

    13F-HR 0001214659-26-000687 filed by Cambridge Advisors Inc.
    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 6,217 shares
    Change vs previous 13F -20 shares

    0.29% of the 13F portfolio, value $1,504,268.

    13F-HR 0001214659-25-014970 filed by Cambridge Advisors Inc.
    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 6,237 shares
    Change vs previous 13F -38 shares

    0.28% of the 13F portfolio, value $1,345,853.

    13F-HR 0001214659-25-010442 filed by Cambridge Advisors Inc.
    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 6,275 shares
    Change vs previous 13F -564 shares

    0.27% of the 13F portfolio, value $1,251,744.

    13F-HR 0001214659-25-006340 filed by Cambridge Advisors Inc.
    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 6,839 shares
    Change vs previous 13F +1 shares

    0.34% of the 13F portfolio, value $1,511,057.

    13F-HR 0001214659-25-000800 filed by Cambridge Advisors Inc.
    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 6,838 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,510,542.

    13F-HR 0001214659-24-017836 filed by Cambridge Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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