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Disclosery

Garden State Investment Advisory Services LLC: IWM position timeline

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

Garden State Investment Advisory Services LLC held 10,819 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,819 shares
    Change vs previous 13F -176 shares

    0.64% of the 13F portfolio, value $3,250,343.

    13F-HR 0001172661-26-003239 filed by Garden State Investment Advisory Services 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 10,995 shares
    Change vs previous 13F -493 shares

    0.65% of the 13F portfolio, value $2,727,906.

    13F-HR 0001172661-26-001823 filed by Garden State Investment Advisory Services 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 11,488 shares
    Change vs previous 13F -1,286 shares

    0.67% of the 13F portfolio, value $2,829,328.

    13F-HR 0001172661-26-001111 filed by Garden State Investment Advisory Services 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 12,774 shares
    Change vs previous 13F -473 shares

    0.78% of the 13F portfolio, value $3,091,447.

    13F-HR 0001172661-25-005079 filed by Garden State Investment Advisory Services 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 13,247 shares
    Change vs previous 13F -768 shares

    0.77% of the 13F portfolio, value $2,860,410.

    13F-HR 0001172661-25-003454 filed by Garden State Investment Advisory Services 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 14,015 shares
    Change vs previous 13F +3,217 shares

    0.87% of the 13F portfolio, value $2,730,770.

    13F-HR 0001172661-25-002081 filed by Garden State Investment Advisory Services 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 10,798 shares
    Change vs previous 13F +1,947 shares

    0.73% of the 13F portfolio, value $2,388,113.

    13F-HR 0001172661-25-000837 filed by Garden State Investment Advisory Services 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/A 8,851 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,957,277.

    13F-HR/A 0001172661-24-005409 filed by Garden State Investment Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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