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Disclosery

FC Advisory LLC: IWM position timeline

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

FC Advisory LLC held 1,218 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,218 shares
    Change vs previous 13F +9 shares

    0.09% of the 13F portfolio, value $338,573.

    13F-HR 0001683754-26-000005 filed by FC Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,209 shares
    Change vs previous 13F -17 shares

    0.1% of the 13F portfolio, value $363,320.

    13F-HR 0001683754-26-000003 filed by FC Advisory LLC
    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 1,226 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $304,116.

    13F-HR 0001683754-26-000002 filed by FC Advisory LLC
    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 1,225 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $301,669.

    13F-HR 0001683754-26-000001 filed by FC Advisory LLC
    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 1,224 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $296,173.

    13F-HR 0001683754-25-000007 filed by FC Advisory LLC
    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 1,223 shares
    Change vs previous 13F -68 shares

    0.08% of the 13F portfolio, value $263,884.

    13F-HR 0001683754-25-000005 filed by FC Advisory LLC
    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 1,291 shares
    Change vs previous 13F -111 shares

    0.09% of the 13F portfolio, value $257,484.

    13F-HR 0001683754-25-000002 filed by FC Advisory LLC
    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 1,402 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $309,694.

    13F-HR 0001683754-25-000001 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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