Parkside Advisors LLC: IWM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parkside Advisors LLC on IWM, newest first. How the timeline and the estimate are built.
Parkside Advisors LLC held 168,122 IWM shares at 2025-06-30 per its 13F-HR filed 2025-07-09.
the latest 13F is the newest step
- period ended2025-06-3013F 168,122 sharesChange vs previous 13F +1,256 shares
7.97% of the 13F portfolio, value $36,279,090.
13F-HR 0001062993-25-012648 filed by Parkside Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 166,866 sharesChange vs previous 13F +3,574 shares
8.01% of the 13F portfolio, value $33,288,007.
13F-HR 0001062993-25-007259 filed by Parkside Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 163,292 sharesChange vs previous 13F +2,630 shares
8.5% of the 13F portfolio, value $36,081,032.
13F-HR 0001062993-25-000714 filed by Parkside Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 160,662 sharesChange vs previous 13F +4,161 shares
8.43% of the 13F portfolio, value $35,488,559.
13F-HR 0001062993-24-017478 filed by Parkside Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 156,501 sharesChange vs previous 13F +4,692 shares
8.11% of the 13F portfolio, value $31,752,480.
13F-HR 0001062993-24-013585 filed by Parkside Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 151,809 sharesChange vs previous 13F +723 shares
8.22% of the 13F portfolio, value $31,925,497.
13F-HR 0001062993-24-008278 filed by Parkside Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 151,086 sharesChange vs previous 13F +9,835 shares
8.4% of the 13F portfolio, value $30,324,447.
13F-HR 0001062993-24-000616 filed by Parkside Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 141,251 sharesChange vs previous 13F not available
7.79% of the 13F portfolio, value $25,081,090.
13F-HR 0001062993-23-019154 filed by Parkside Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).