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Mutual Advisors, LLC: IWMI position timeline

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

Mutual Advisors, LLC held 35,853 IWMI 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 35,853 shares
    Change vs previous 13F +6,853 shares

    0.04% of the 13F portfolio, value $1,918,872.

    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 29,000 shares
    Change vs previous 13F +553 shares

    0.03% of the 13F portfolio, value $1,374,600.

    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 28,447 shares
    Change vs previous 13F +2,969 shares

    0.03% of the 13F portfolio, value $1,384,800.

    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 25,478 shares
    Change vs previous 13F +2,170 shares

    0.03% of the 13F portfolio, value $1,244,855.

    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 23,308 shares
    Change vs previous 13F +1,852 shares

    0.03% of the 13F portfolio, value $1,081,025.

    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 21,456 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $912,953.

    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).