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GHP Investment Advisors, Inc.: IWM position timeline

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

GHP Investment Advisors, Inc. held 1,814 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,814 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $504,139.

    13F-HR 0001140361-26-039674 filed by GHP Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,813 shares
    Change vs previous 13F +42 shares

    0.02% of the 13F portfolio, value $544,675.

    13F-HR 0001140361-26-028841 filed by GHP 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 ended2026-03-31
    13F 1,771 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $439,131.

    13F-HR 0001140361-26-015752 filed by GHP 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 ended2025-12-31
    13F 1,770 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $435,653.

    13F-HR 0001140361-26-002431 filed by GHP 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 ended2025-09-30
    13F 1,768 shares
    Change vs previous 13F -43 shares

    0.02% of the 13F portfolio, value $427,816.

    13F-HR 0001140361-25-039935 filed by GHP 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 ended2025-06-30
    13F 1,811 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $390,743.

    13F-HR 0001140361-25-028706 filed by GHP 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 ended2025-03-31
    13F 1,809 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $360,959.

    13F-HR 0001140361-25-014991 filed by GHP 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 ended2024-12-31
    13F 1,808 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $399,565.

    13F-HR 0001140361-25-002077 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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