Skip to content
Disclosery

Harvest Investment Advisors, LLC: IWM position timeline

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

Harvest Investment Advisors, LLC held 44,377 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,377 shares
    Change vs previous 13F +67 shares

    6.62% of the 13F portfolio, value $13,333,169.

    13F-HR 0001967261-26-000002 filed by Harvest Investment 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 44,310 shares
    Change vs previous 13F +793 shares

    6.11% of the 13F portfolio, value $10,988,962.

    13F-HR 0001967261-26-000003 filed by Harvest Investment 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 43,517 shares
    Change vs previous 13F +1,850 shares

    6.07% of the 13F portfolio, value $10,712,226.

    13F-HR 0001967261-26-000001 filed by Harvest Investment 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 41,667 shares
    Change vs previous 13F +447 shares

    5.92% of the 13F portfolio, value $10,081,827.

    13F-HR 0001967261-26-000004 filed by Harvest Investment 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 41,220 shares
    Change vs previous 13F -680 shares

    5.72% of the 13F portfolio, value $8,894,935.

    13F-HR 0001967261-25-000004 filed by Harvest Investment 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 41,900 shares
    Change vs previous 13F +1,583 shares

    6.04% of the 13F portfolio, value $8,358,696.

    13F-HR 0001967261-25-000002 filed by Harvest Investment 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 40,317 shares
    Change vs previous 13F +588 shares

    6.16% of the 13F portfolio, value $8,908,516.

    13F-HR 0001967261-25-000001 filed by Harvest Investment 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 39,729 shares
    Change vs previous 13F not available

    5.97% of the 13F portfolio, value $8,775,811.

    13F-HR 0001967261-24-000004 filed by Harvest Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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