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FIDUCIENT ADVISORS LLC: IWM position timeline

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

FIDUCIENT ADVISORS LLC held 12,546 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,546 shares
    Change vs previous 13F -1,625 shares

    0.54% of the 13F portfolio, value $3,769,572.

    13F-HR 0001172661-26-003177 filed by FIDUCIENT ADVISORS LLC
    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 14,171 shares
    Change vs previous 13F +7,526 shares

    0.46% of the 13F portfolio, value $3,514,302.

    13F-HR 0001172661-26-001640 filed by FIDUCIENT ADVISORS LLC
    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 6,645 shares
    Change vs previous 13F -1,463 shares

    0.2% of the 13F portfolio, value $1,635,738.

    13F-HR 0001172661-26-000553 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,108 shares
    Change vs previous 13F +1,585 shares

    0.23% of the 13F portfolio, value $1,962,011.

    13F-HR 0001172661-25-004495 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,523 shares
    Change vs previous 13F +118 shares

    0.17% of the 13F portfolio, value $1,407,682.

    13F-HR 0001172661-25-003085 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,405 shares
    Change vs previous 13F -31 shares

    0.16% of the 13F portfolio, value $1,277,901.

    13F-HR 0001172661-25-002144 filed by FIDUCIENT ADVISORS LLC
    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 6,436 shares
    Change vs previous 13F -2,095 shares

    0.18% of the 13F portfolio, value $1,422,187.

    13F-HR 0001172661-25-000779 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,531 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,884,464.

    13F-HR 0001172661-24-004368 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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