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Disclosery

DOLIVER ADVISORS, LP: IWM position timeline

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

DOLIVER ADVISORS, LP held 15,920 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,920 shares
    Change vs previous 13F -253 shares

    0.97% of the 13F portfolio, value $4,424,009.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,173 shares
    Change vs previous 13F -436 shares

    1.1% of the 13F portfolio, value $4,859,178.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 16,609 shares
    Change vs previous 13F +1,409 shares

    0.94% of the 13F portfolio, value $4,119,032.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 15,200 shares
    Change vs previous 13F -232 shares

    0.94% of the 13F portfolio, value $3,741,632.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,432 shares
    Change vs previous 13F -1,013 shares

    0.97% of the 13F portfolio, value $3,733,927.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,445 shares
    Change vs previous 13F -164 shares

    0.97% of the 13F portfolio, value $3,548,667.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,609 shares
    Change vs previous 13F +580 shares

    0.93% of the 13F portfolio, value $3,313,329.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,029 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,541,768.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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