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DHJJ Financial Advisors, Ltd.: IWM position timeline

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

DHJJ Financial Advisors, Ltd. held 30,830 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,830 shares
    Change vs previous 13F -17 shares

    2.67% of the 13F portfolio, value $9,262,903.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    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 30,847 shares
    Change vs previous 13F -529 shares

    2.54% of the 13F portfolio, value $7,649,996.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    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 31,376 shares
    Change vs previous 13F -2,716 shares

    2.57% of the 13F portfolio, value $7,723,639.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    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 34,092 shares
    Change vs previous 13F +1,082 shares

    2.8% of the 13F portfolio, value $8,248,838.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    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 33,010 shares
    Change vs previous 13F -271 shares

    2.57% of the 13F portfolio, value $7,123,254.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    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 33,281 shares
    Change vs previous 13F -523 shares

    2.67% of the 13F portfolio, value $6,639,129.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    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 33,804 shares
    Change vs previous 13F -86 shares

    2.91% of the 13F portfolio, value $7,469,332.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    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 33,890 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $7,486,028.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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