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Disclosery

PFW Advisors LLC: IWM position timeline

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

PFW Advisors LLC held 24,288 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,288 shares
    Change vs previous 13F -301 shares

    2% of the 13F portfolio, value $6,749,392.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,589 shares
    Change vs previous 13F -246 shares

    2.15% of the 13F portfolio, value $7,387,765.

    13F-HR 0001989744-26-000003 filed by PFW 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 ended2026-03-31
    13F 24,835 shares
    Change vs previous 13F -2,021 shares

    1.94% of the 13F portfolio, value $6,159,080.

    13F-HR 0001989744-26-000002 filed by PFW 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 ended2025-12-31
    13F 26,856 shares
    Change vs previous 13F -678 shares

    2% of the 13F portfolio, value $6,610,873.

    13F-HR 0001989744-26-000001 filed by PFW 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 ended2025-09-30
    13F 27,534 shares
    Change vs previous 13F -1,769 shares

    1.97% of the 13F portfolio, value $6,662,127.

    13F-HR 0001989744-25-000005 filed by PFW 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 ended2025-06-30
    13F 29,303 shares
    Change vs previous 13F -1,135 shares

    1.95% of the 13F portfolio, value $6,323,294.

    13F-HR 0001989744-25-000004 filed by PFW 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 ended2025-03-31
    13F 30,438 shares
    Change vs previous 13F -1,282 shares

    1.9% of the 13F portfolio, value $6,072,077.

    13F-HR 0001989744-25-000002 filed by PFW 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 ended2024-12-31
    13F 31,720 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $7,008,851.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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