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Portland Global Advisors LLC: IWM position timeline

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

Portland Global Advisors LLC held 60,455 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,455 shares
    Change vs previous 13F +474 shares

    1.73% of the 13F portfolio, value $18,163,596.

    13F-HR 0001504941-26-000004 filed by Portland Global 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 59,981 shares
    Change vs previous 13F -163 shares

    1.59% of the 13F portfolio, value $14,875,187.

    13F-HR 0001504941-26-000003 filed by Portland Global 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 60,144 shares
    Change vs previous 13F -2,237 shares

    1.59% of the 13F portfolio, value $14,804,935.

    13F-HR 0001504941-26-000001 filed by Portland Global 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 62,381 shares
    Change vs previous 13F -587 shares

    1.69% of the 13F portfolio, value $15,093,596.

    13F-HR 0001504941-25-000007 filed by Portland Global 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 62,968 shares
    Change vs previous 13F -13,605 shares

    1.6% of the 13F portfolio, value $13,587,766.

    13F-HR 0001504941-25-000006 filed by Portland Global 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 76,573 shares
    Change vs previous 13F +1,262 shares

    1.92% of the 13F portfolio, value $15,275,457.

    13F-HR 0001504941-25-000005 filed by Portland Global 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 75,311 shares
    Change vs previous 13F +368 shares

    2.11% of the 13F portfolio, value $16,640,618.

    13F-HR 0001504941-25-000001 filed by Portland Global 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 74,943 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $16,554,270.

    13F-HR 0001504941-24-000005 filed by Portland Global Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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