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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

  1. period ended2025-06-30
    13F 168,122 shares
    Change 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), ingested

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

  2. period ended2025-03-31
    13F 166,866 shares
    Change 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), ingested

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

  3. period ended2024-12-31
    13F 163,292 shares
    Change 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), ingested

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

  4. period ended2024-09-30
    13F 160,662 shares
    Change 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), ingested

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

  5. period ended2024-06-30
    13F 156,501 shares
    Change 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), ingested

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

  6. period ended2024-03-31
    13F 151,809 shares
    Change 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), ingested

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

  7. period ended2023-12-31
    13F 151,086 shares
    Change 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), ingested

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

  8. period ended2023-09-30
    13F 141,251 shares
    Change 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), ingested

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