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Disclosery

IPG Investment Advisors LLC: IWM position timeline

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

IPG Investment Advisors LLC held 6,461 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,461 shares
    Change vs previous 13F +477 shares

    0.28% of the 13F portfolio, value $1,941,207.

    13F-HR 0001602237-26-000006 filed by IPG 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 5,984 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,484,032.

    13F-HR 0001602237-26-000004 filed by IPG 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 5,984 shares
    Change vs previous 13F -124 shares

    0.26% of the 13F portfolio, value $1,473,021.

    13F-HR 0001602237-26-000002 filed by IPG 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 6,108 shares
    Change vs previous 13F -4,444 shares

    0.26% of the 13F portfolio, value $1,477,892.

    13F-HR 0001602237-25-000009 filed by IPG 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 10,552 shares
    Change vs previous 13F +3,359 shares

    0.44% of the 13F portfolio, value $2,277,016.

    13F-HR 0001602237-25-000007 filed by IPG 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 7,193 shares
    Change vs previous 13F -3,557 shares

    0.32% of the 13F portfolio, value $1,434,932.

    13F-HR 0001602237-25-000004 filed by IPG 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 10,750 shares
    Change vs previous 13F +1,071 shares

    0.54% of the 13F portfolio, value $2,375,320.

    13F-HR 0001602237-25-000002 filed by IPG 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 9,679 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,137,994.

    13F-HR 0001602237-24-000008 filed by IPG Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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