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Disclosery

GM Advisory Group, LLC: IWM position timeline

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

GM Advisory Group, LLC held 8,672 IWM shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 8,672 shares
    Change vs previous 13F +732 shares

    0.08% of the 13F portfolio, value $2,150,603.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 7,940 shares
    Change vs previous 13F +109 shares

    0.08% of the 13F portfolio, value $1,954,623.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 7,831 shares
    Change vs previous 13F -10,220 shares

    0.08% of the 13F portfolio, value $1,894,821.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 18,051 shares
    Change vs previous 13F -457 shares

    0.19% of the 13F portfolio, value $3,895,117.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 18,508 shares
    Change vs previous 13F -1,369 shares

    0.2% of the 13F portfolio, value $3,692,216.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 19,877 shares
    Change vs previous 13F +1,328 shares

    0.24% of the 13F portfolio, value $4,392,003.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 18,549 shares
    Change vs previous 13F +1,786 shares

    0.25% of the 13F portfolio, value $4,097,250.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 16,763 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,400,961.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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