Skip to content
Disclosery

Providence Financial Advisors, LLC: IWM position timeline

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

Providence Financial Advisors, LLC held 2,901 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,901 shares
    Change vs previous 13F -79 shares

    0.5% of the 13F portfolio, value $871,466.

    13F-HR 0002072264-26-000006 filed by Providence 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 2,980 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $738,925.

    13F-HR 0002072264-26-000004 filed by Providence 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 2,980 shares
    Change vs previous 13F -1,054 shares

    0.73% of the 13F portfolio, value $733,443.

    13F-HR 0002072264-26-000002 filed by Providence 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 4,034 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $975,954.

    13F-HR 0002072264-25-000004 filed by Providence Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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