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Compass Ion Advisors, LLC: IWM position timeline

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

Compass Ion Advisors, LLC held 5,174 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,174 shares
    Change vs previous 13F -33 shares

    0.13% of the 13F portfolio, value $1,554,578.

    13F-HR 0001621100-26-000004 filed by Compass Ion 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 5,207 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $1,291,355.

    13F-HR 0001621100-26-000002 filed by Compass Ion 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 5,204 shares
    Change vs previous 13F -86 shares

    0.12% of the 13F portfolio, value $1,281,067.

    13F-HR 0001621100-26-000001 filed by Compass Ion 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 5,290 shares
    Change vs previous 13F +6 shares

    0.12% of the 13F portfolio, value $1,279,955.

    13F-HR 0001621100-25-000003 filed by Compass Ion 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 5,284 shares
    Change vs previous 13F +22 shares

    0.12% of the 13F portfolio, value $1,140,326.

    13F-HR 0001085146-25-003765 filed by Compass Ion 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 5,262 shares
    Change vs previous 13F -183 shares

    0.12% of the 13F portfolio, value $1,049,698.

    13F-HR 0001085146-25-002213 filed by Compass Ion 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 5,445 shares
    Change vs previous 13F +6 shares

    0.14% of the 13F portfolio, value $1,203,042.

    13F-HR 0001085146-25-000968 filed by Compass Ion 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 5,439 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,201,462.

    13F-HR 0001085146-24-004999 filed by Compass Ion Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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