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Disclosery

MCF Advisors LLC: IWM position timeline

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

MCF Advisors LLC held 36,410 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 36,410 shares
    Change vs previous 13F -754 shares

    0.39% of the 13F portfolio, value $10,939,386.

    13F-HR 0001602905-26-000008 filed by MCF 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 37,164 shares
    Change vs previous 13F -8,895 shares

    0.4% of the 13F portfolio, value $9,216,641.

    13F-HR 0001602905-26-000004 filed by MCF 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 46,059 shares
    Change vs previous 13F -1,562 shares

    0.63% of the 13F portfolio, value $11,337,840.

    13F-HR 0001602905-26-000001 filed by MCF 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 47,621 shares
    Change vs previous 13F -2,446 shares

    0.71% of the 13F portfolio, value $11,522,431.

    13F-HR 0001602905-25-000007 filed by MCF 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 50,067 shares
    Change vs previous 13F +3,822 shares

    0.71% of the 13F portfolio, value $10,803,941.

    13F-HR 0001602905-25-000004 filed by MCF 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 46,245 shares
    Change vs previous 13F -3,557 shares

    0.66% of the 13F portfolio, value $9,225,355.

    13F-HR 0001602905-25-000003 filed by MCF 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 49,802 shares
    Change vs previous 13F -182 shares

    0.77% of the 13F portfolio, value $11,004,351.

    13F-HR 0001602905-25-000001 filed by MCF 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 49,984 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $11,041,012.

    13F-HR 0001602905-24-000007 filed by MCF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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