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Csenge Advisory Group: IWM position timeline

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

Csenge Advisory Group held 8,369 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,369 shares
    Change vs previous 13F +224 shares

    0.1% of the 13F portfolio, value $2,514,409.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 8,145 shares
    Change vs previous 13F -5,028 shares

    0.09% of the 13F portfolio, value $2,019,903.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 13,173 shares
    Change vs previous 13F +5,141 shares

    0.15% of the 13F portfolio, value $3,242,748.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 8,032 shares
    Change vs previous 13F -780 shares

    0.09% of the 13F portfolio, value $1,943,469.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 8,812 shares
    Change vs previous 13F +2,332 shares

    0.1% of the 13F portfolio, value $1,807,172.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 6,480 shares
    Change vs previous 13F +2,832 shares

    0.07% of the 13F portfolio, value $1,208,470.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 3,648 shares
    Change vs previous 13F -1,541 shares

    0.04% of the 13F portfolio, value $806,110.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 5,189 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,148,158.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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