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Disclosery

IFG Advisory, LLC: IWM position timeline

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

IFG Advisory, LLC held 13,956 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 13,956 shares
    Change vs previous 13F +13,854 shares

    0.15% of the 13F portfolio, value $4,193,097.

    13F-HR 0001728319-26-000006 filed by IFG Advisory, 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 102 shares
    Change vs previous 13F -36,047 shares

    0.07% of the 13F portfolio, value $25,296.

    13F-HR 0001728319-26-000005 filed by IFG Advisory, 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 36,149 shares
    Change vs previous 13F +1,743 shares

    0.39% of the 13F portfolio, value $8,898,523.

    13F-HR 0001728319-26-000001 filed by IFG Advisory, 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 34,406 shares
    Change vs previous 13F +2,211 shares

    0.38% of the 13F portfolio, value $8,324,821.

    13F-HR 0001728319-25-000006 filed by IFG Advisory, 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 32,195 shares
    Change vs previous 13F +479 shares

    0.35% of the 13F portfolio, value $6,947,410.

    13F-HR 0001728319-25-000004 filed by IFG Advisory, 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 31,716 shares
    Change vs previous 13F -2,453 shares

    0.35% of the 13F portfolio, value $6,326,970.

    13F-HR 0001728319-25-000002 filed by IFG Advisory, 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 34,169 shares
    Change vs previous 13F +5,833 shares

    0.43% of the 13F portfolio, value $7,549,904.

    13F-HR 0002047201-25-000002 filed by IFG Advisory, 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 28,336 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $6,259,254.

    13F-HR 0001728319-24-000010 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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