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Prudent Man Advisors, LLC: IWM position timeline

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

Prudent Man Advisors, LLC held 11,826 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,826 shares
    Change vs previous 13F +114 shares

    0.81% of the 13F portfolio, value $3,553,122.

    13F-HR 0001817174-26-000003 filed by Prudent Man 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 11,712 shares
    Change vs previous 13F -4,323 shares

    0.87% of the 13F portfolio, value $2,904,576.

    13F-HR 0001817174-26-000002 filed by Prudent Man 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 16,035 shares
    Change vs previous 13F -58 shares

    1.44% of the 13F portfolio, value $3,947,176.

    13F-HR 0001817174-26-000001 filed by Prudent Man 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 16,093 shares
    Change vs previous 13F -179 shares

    1.43% of the 13F portfolio, value $3,893,862.

    13F-HR 0001817174-25-000005 filed by Prudent Man 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 16,272 shares
    Change vs previous 13F -21 shares

    1.12% of the 13F portfolio, value $3,511,335.

    13F-HR 0001817174-25-000003 filed by Prudent Man 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 16,293 shares
    Change vs previous 13F -1,530 shares

    1.18% of the 13F portfolio, value $3,250,291.

    13F-HR 0001817174-25-000002 filed by Prudent Man 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 17,823 shares
    Change vs previous 13F -3,634 shares

    1.43% of the 13F portfolio, value $3,938,170.

    13F-HR 0001817174-25-000001 filed by Prudent Man 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 21,457 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $4,739,637.

    13F-HR 0001817174-24-000004 filed by Prudent Man Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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