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Disclosery

Daybright Advisory Services, Inc.: IWM position timeline

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

Daybright Advisory Services, Inc. held 2,364 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,364 shares
    Change vs previous 13F -43 shares

    0.16% of the 13F portfolio, value $688,312.

    13F-HR 0002107111-26-000004 filed by Daybright Advisory Services, Inc.
    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 2,407 shares
    Change vs previous 13F -1,014 shares

    0.17% of the 13F portfolio, value $596,862.

    13F-HR 0002107111-26-000002 filed by Daybright Advisory Services, Inc.
    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 3,421 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $842,138.

    13F-HR 0002107111-26-000001 filed by Daybright Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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