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Plante Moran Financial Advisors, LLC: IWM position timeline

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

Plante Moran Financial Advisors, LLC held 2,931 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,931 shares
    Change vs previous 13F +140 shares

    0.04% of the 13F portfolio, value $880,769.

    13F-HR 0001424717-26-000009 filed by Plante Moran Financial 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 ended2026-03-31
    13F 2,791 shares
    Change vs previous 13F -1,204 shares

    0.04% of the 13F portfolio, value $692,254.

    13F-HR 0001424717-26-000005 filed by Plante Moran Financial 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 ended2025-12-31
    13F 3,995 shares
    Change vs previous 13F +1,479 shares

    0.06% of the 13F portfolio, value $983,467.

    13F-HR 0001424717-26-000003 filed by Plante Moran Financial 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 ended2025-09-30
    13F 2,516 shares
    Change vs previous 13F +37 shares

    0.04% of the 13F portfolio, value $608,777.

    13F-HR 0001424717-25-000013 filed by Plante Moran Financial 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 ended2025-06-30
    13F 2,479 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $534,883.

    13F-HR 0001424717-25-000008 filed by Plante Moran Financial 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 ended2025-03-31
    13F 2,579 shares
    Change vs previous 13F -21 shares

    0.04% of the 13F portfolio, value $514,395.

    13F-HR 0001424717-25-000006 filed by Plante Moran Financial 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 ended2024-12-31
    13F 2,600 shares
    Change vs previous 13F +399 shares

    0.05% of the 13F portfolio, value $574,586.

    13F-HR 0001424717-25-000003 filed by Plante Moran Financial 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 ended2024-09-30
    13F 2,201 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $486,226.

    13F-HR 0001424717-24-000009 filed by Plante Moran Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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