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Eldridge Investment Advisors, Inc.: IWM position timeline

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

Eldridge Investment Advisors, Inc. held 8,258 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,258 shares
    Change vs previous 13F -398 shares

    0.49% of the 13F portfolio, value $2,481,138.

    13F-HR 0001727993-26-000007 filed by Eldridge Investment Advisors, 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 8,656 shares
    Change vs previous 13F +40 shares

    0.47% of the 13F portfolio, value $2,146,642.

    13F-HR 0001727993-26-000004 filed by Eldridge Investment Advisors, 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 8,616 shares
    Change vs previous 13F -303 shares

    0.47% of the 13F portfolio, value $2,120,820.

    13F-HR 0001727993-26-000002 filed by Eldridge Investment Advisors, Inc.
    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 8,919 shares
    Change vs previous 13F -409 shares

    0.49% of the 13F portfolio, value $2,158,102.

    13F-HR 0001727993-25-000011 filed by Eldridge Investment Advisors, Inc.
    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 9,328 shares
    Change vs previous 13F -619 shares

    0.42% of the 13F portfolio, value $2,012,878.

    13F-HR 0001727993-25-000009 filed by Eldridge Investment Advisors, Inc.
    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 9,947 shares
    Change vs previous 13F -670 shares

    0.46% of the 13F portfolio, value $1,984,258.

    13F-HR 0001727993-25-000006 filed by Eldridge Investment Advisors, Inc.
    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 10,617 shares
    Change vs previous 13F +1 shares

    0.55% of the 13F portfolio, value $2,346,000.

    13F-HR 0001727993-25-000002 filed by Eldridge Investment Advisors, Inc.
    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 10,616 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,345,000.

    13F-HR 0001727993-24-000008 filed by Eldridge Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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