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Cambridge Investment Research Advisors, Inc.: IWM position timeline

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

Cambridge Investment Research Advisors, Inc. held 366,914 IWM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 366,914 shares
    Change vs previous 13F -48,311 shares

    0.25% of the 13F portfolio, value $110,239,000.

    13F-HR/A 0001419186-26-000006 filed by Cambridge Investment Research 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 415,225 shares
    Change vs previous 13F +112,287 shares

    0.27% of the 13F portfolio, value $102,976,000.

    13F-HR 0001419186-26-000003 filed by Cambridge Investment Research 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 302,938 shares
    Change vs previous 13F +9,559 shares

    0.2% of the 13F portfolio, value $74,571,000.

    13F-HR 0001419186-26-000001 filed by Cambridge Investment Research 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 293,379 shares
    Change vs previous 13F +24,747 shares

    0.19% of the 13F portfolio, value $70,986,000.

    13F-HR 0001419186-25-000008 filed by Cambridge Investment Research 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 268,632 shares
    Change vs previous 13F +1,854 shares

    0.18% of the 13F portfolio, value $57,968,000.

    13F-HR 0001419186-25-000006 filed by Cambridge Investment Research 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 266,778 shares
    Change vs previous 13F -68,683 shares

    0.18% of the 13F portfolio, value $53,220,000.

    13F-HR 0001419186-25-000004 filed by Cambridge Investment Research 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 335,461 shares
    Change vs previous 13F +76,749 shares

    0.25% of the 13F portfolio, value $74,124,000.

    13F-HR 0001419186-25-000003 filed by Cambridge Investment Research 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 258,712 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $57,147,000.

    13F-HR 0001419186-24-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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