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CV Advisors LLC: IWM position timeline

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

CV Advisors LLC held 1,200 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,200 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $360,540.

    13F-HR 0002085853-26-000784 filed by CV 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 1,200 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $297,516.

    13F-HR 0002085853-26-000544 filed by CV 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 1,200 shares
    Change vs previous 13F -65 shares

    0.08% of the 13F portfolio, value $295,404.

    13F-HR 0002085853-26-000052 filed by CV 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 1,265 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $306,117.

    13F-HR 0002085853-25-000124 filed by CV Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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