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Cedar Mountain Advisors, LLC: IWM position timeline

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

Cedar Mountain Advisors, LLC held 2,598 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,598 shares
    Change vs previous 13F -1,460 shares

    0.13% of the 13F portfolio, value $780,569.

    13F-HR 0001798986-26-000003 filed by Cedar Mountain 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 4,058 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,006,384.

    13F-HR 0001798986-26-000002 filed by Cedar Mountain 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 4,058 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $998,917.

    13F-HR 0001798986-26-000001 filed by Cedar Mountain 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 4,058 shares
    Change vs previous 13F -116 shares

    0.19% of the 13F portfolio, value $981,874.

    13F-HR 0001798986-25-000006 filed by Cedar Mountain 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 4,174 shares
    Change vs previous 13F -170 shares

    0.19% of the 13F portfolio, value $900,707.

    13F-HR 0001798986-25-000003 filed by Cedar Mountain 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 4,344 shares
    Change vs previous 13F -494 shares

    0.19% of the 13F portfolio, value $866,585.

    13F-HR 0001798986-25-000002 filed by Cedar Mountain 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 4,838 shares
    Change vs previous 13F -193 shares

    0.23% of the 13F portfolio, value $1,069,004.

    13F-HR 0001798986-25-000001 filed by Cedar Mountain 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 5,031 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,111,298.

    13F-HR 0001798986-24-000004 filed by Cedar Mountain Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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