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Mutual Advisors, LLC: IWM position timeline

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

Mutual Advisors, LLC held 33,920 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 33,920 shares
    Change vs previous 13F +4,152 shares

    0.19% of the 13F portfolio, value $10,191,333.

    13F-HR 0001986152-26-000154 filed by Mutual 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 29,768 shares
    Change vs previous 13F +2,415 shares

    0.16% of the 13F portfolio, value $7,382,397.

    13F-HR 0001986152-26-000054 filed by Mutual 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 27,353 shares
    Change vs previous 13F +934 shares

    0.14% of the 13F portfolio, value $6,733,093.

    13F-HR 0001986152-26-000005 filed by Mutual 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 26,419 shares
    Change vs previous 13F +2,566 shares

    0.14% of the 13F portfolio, value $6,510,182.

    13F-HR 0001986152-25-000100 filed by Mutual 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 23,853 shares
    Change vs previous 13F +2,351 shares

    0.13% of the 13F portfolio, value $5,352,098.

    13F-HR 0001986152-25-000050 filed by Mutual 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 21,502 shares
    Change vs previous 13F -1,049 shares

    0.12% of the 13F portfolio, value $4,173,930.

    13F-HR 0001986152-25-000037 filed by Mutual 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 22,551 shares
    Change vs previous 13F -4,746 shares

    0.15% of the 13F portfolio, value $5,062,365.

    13F-HR 0001986152-25-000002 filed by Mutual 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 27,297 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,997,746.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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