Skip to content
Disclosery

CWC Advisors, LLC.: IWM position timeline

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

CWC Advisors, LLC. held 11,104 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 11,104 shares
    Change vs previous 13F -495 shares

    1.48% of the 13F portfolio, value $3,336,229.

    13F-HR 0001941040-26-000433 filed by CWC 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 11,599 shares
    Change vs previous 13F +3,462 shares

    1.37% of the 13F portfolio, value $2,876,570.

    13F-HR 0001941040-26-000223 filed by CWC 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 8,137 shares
    Change vs previous 13F +2,321 shares

    0.97% of the 13F portfolio, value $2,003,015.

    13F-HR 0001941040-26-000043 filed by CWC 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 5,816 shares
    Change vs previous 13F +21 shares

    0.69% of the 13F portfolio, value $1,407,247.

    13F-HR 0001941040-25-000544 filed by CWC 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 5,795 shares
    Change vs previous 13F +78 shares

    0.65% of the 13F portfolio, value $1,250,507.

    13F-HR 0001941040-25-000345 filed by CWC 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 5,717 shares
    Change vs previous 13F +814 shares

    0.65% of the 13F portfolio, value $1,140,486.

    13F-HR 0001941040-25-000232 filed by CWC 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 4,903 shares
    Change vs previous 13F -68 shares

    1.08% of the 13F portfolio, value $1,083,367.

    13F-HR 0001520683-25-000001 filed by CWC 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 4,971 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,098,044.

    13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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