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Goldstein Advisors, LLC: IWM position timeline

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

Goldstein Advisors, LLC held 2,728 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,728 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $819,628.

    13F-HR 0001172661-26-002693 filed by Goldstein 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 2,728 shares
    Change vs previous 13F -188 shares

    0.08% of the 13F portfolio, value $676,544.

    13F-HR 0001172661-26-001553 filed by Goldstein 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 2,916 shares
    Change vs previous 13F +297 shares

    0.08% of the 13F portfolio, value $717,803.

    13F-HR 0001172661-26-000596 filed by Goldstein 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 2,619 shares
    Change vs previous 13F -812 shares

    0.08% of the 13F portfolio, value $633,693.

    13F-HR 0001172661-25-004337 filed by Goldstein 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 3,431 shares
    Change vs previous 13F +476 shares

    0.1% of the 13F portfolio, value $740,375.

    13F-HR 0001172661-25-002781 filed by Goldstein 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 2,955 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $589,493.

    13F-HR 0001172661-25-001539 filed by Goldstein 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 2,955 shares
    Change vs previous 13F -96 shares

    0.09% of the 13F portfolio, value $652,937.

    13F-HR 0001172661-25-000256 filed by Goldstein 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 3,051 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $673,935.

    13F-HR 0001172661-24-004345 filed by Goldstein Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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