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Northeast Financial Consultants Inc: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Consultants Inc on IWM, newest first. How the timeline and the estimate are built.

Northeast Financial Consultants Inc held 22,448 IWM shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 22,448 shares
    Change vs previous 13F +490 shares

    0.2% of the 13F portfolio, value $4,844,108.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 21,958 shares
    Change vs previous 13F +32 shares

    0.19% of the 13F portfolio, value $4,380,452.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 21,926 shares
    Change vs previous 13F -174 shares

    0.2% of the 13F portfolio, value $4,844,678.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 22,100 shares
    Change vs previous 13F +120 shares

    0.21% of the 13F portfolio, value $4,881,626.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 21,980 shares
    Change vs previous 13F +525 shares

    0.21% of the 13F portfolio, value $4,459,482.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 21,455 shares
    Change vs previous 13F +641 shares

    0.22% of the 13F portfolio, value $4,511,912.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 20,814 shares
    Change vs previous 13F -235 shares

    0.23% of the 13F portfolio, value $4,177,570.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 21,049 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,720,217.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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