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ECLECTIC ASSOCIATES INC /ADV: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ECLECTIC ASSOCIATES INC /ADV on IWM, newest first. How the timeline and the estimate are built.

ECLECTIC ASSOCIATES INC /ADV held 1,450 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,450 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $402,953.

    13F-HR 0001085146-26-000820 filed by ECLECTIC ASSOCIATES INC /ADV
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,436 shares
    Change vs previous 13F +15 shares

    0.05% of the 13F portfolio, value $431,373.

    13F-HR 0000743482-26-000007 filed by ECLECTIC ASSOCIATES INC /ADV
    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 1,421 shares
    Change vs previous 13F -97 shares

    0.05% of the 13F portfolio, value $352,523.

    13F-HR 0000743482-26-000004 filed by ECLECTIC ASSOCIATES INC /ADV
    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 1,518 shares
    Change vs previous 13F -36 shares

    0.06% of the 13F portfolio, value $373,738.

    13F-HR 0000743482-26-000003 filed by ECLECTIC ASSOCIATES INC /ADV
    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 1,554 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $376,037.

    13F-HR 0001085146-25-005874 filed by ECLECTIC ASSOCIATES INC /ADV
    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 1,534 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $331,022.

    13F-HR 0001085146-25-003953 filed by ECLECTIC ASSOCIATES INC /ADV
    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 1,634 shares
    Change vs previous 13F -158 shares

    0.09% of the 13F portfolio, value $325,967.

    13F-HR 0001085146-25-002034 filed by ECLECTIC ASSOCIATES INC /ADV
    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 1,792 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $395,960.

    13F-HR 0001085146-25-000356 filed by ECLECTIC ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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