Capital Directions Investment Advisors, LLC: IWM position timeline

Capital Directions Investment Advisors, LLC held 144,222 IWM shares at 2022-12-31 per its 13F-HR filed 2023-02-01.

the latest 13F is the newest step

1. period ended2022-12-31

   13F 144,222 shares

   Change vs previous 13F +144,222 shares

   9.38% of the 13F portfolio, value $25,146,506.

   13F-HR 0001062993-23-001787 filed by Capital Directions Investment Advisors, LLC
   Filed 2023-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

2. period ended2022-09-30

   13F 0 shares

   Change vs previous 13F -145,546 shares

   8.92% of the 13F portfolio, value $23,260,000.

   13F-HR 0001062993-22-021408 filed by Capital Directions Investment Advisors, LLC
   Filed 2022-11-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

3. period ended2022-06-30

   13F 145,546 shares

   Change vs previous 13F -2,868 shares

   8.18% of the 13F portfolio, value $24,650,000.

   13F-HR 0001062993-22-016709 filed by Capital Directions Investment Advisors, LLC
   Filed 2022-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

4. period ended2022-03-31

   13F 148,414 shares

   Change vs previous 13F -539 shares

   9.25% of the 13F portfolio, value $30,465,000.

   13F-HR 0001062993-22-012482 filed by Capital Directions Investment Advisors, LLC
   Filed 2022-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

5. period ended2021-12-31

   13F 148,953 shares

   Change vs previous 13F +569 shares

   9.58% of the 13F portfolio, value $33,135,000.

   13F-HR 0001062993-22-005002 filed by Capital Directions Investment Advisors, LLC
   Filed 2022-02-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

6. period ended2021-09-30

   13F 148,384 shares

   Change vs previous 13F -497 shares

   9.92% of the 13F portfolio, value $32,459,000.

   13F-HR 0001062993-21-010369 filed by Capital Directions Investment Advisors, LLC
   Filed 2021-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

7. period ended2021-06-30

   13F 148,881 shares

   Change vs previous 13F +148,881 shares

   10.26% of the 13F portfolio, value $34,149,000.

   13F-HR 0001062993-21-007485 filed by Capital Directions Investment Advisors, LLC
   Filed 2021-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

8. period ended2021-03-31

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001062993-21-004659 filed by Capital Directions Investment Advisors, LLC
   Filed 2021-05-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

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