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Disclosery

PKS Advisory Services, LLC: IWM position timeline

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

PKS Advisory Services, LLC held 8,868 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,868 shares
    Change vs previous 13F +96 shares

    0.43% of the 13F portfolio, value $2,664,701.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 8,772 shares
    Change vs previous 13F -31 shares

    0.5% of the 13F portfolio, value $2,163,086.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 8,803 shares
    Change vs previous 13F -378 shares

    0.49% of the 13F portfolio, value $2,166,836.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 9,181 shares
    Change vs previous 13F +98 shares

    0.46% of the 13F portfolio, value $2,221,264.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 9,083 shares
    Change vs previous 13F -113 shares

    0.5% of the 13F portfolio, value $1,960,077.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 9,196 shares
    Change vs previous 13F +57 shares

    0.5% of the 13F portfolio, value $1,834,373.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,139 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,019,525.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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