Skip to content
Disclosery

RE Dickinson Investment Advisors, LLC: IWM position timeline

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

RE Dickinson Investment Advisors, LLC held 925 IWM shares at 2024-12-31 per its 13F-HR/A filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F/A 925 shares
    Change vs previous 13F +75 shares

    0.12% of the 13F portfolio, value $2,044.

    13F-HR/A 0001801241-25-000002 filed by RE Dickinson Investment 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 ended2024-09-30
    13F 850 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $187,757.

    13F-HR 0001801241-24-000007 filed by RE Dickinson Investment 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 ended2024-06-30
    13F 850 shares
    Change vs previous 13F -561 shares

    0.1% of the 13F portfolio, value $172,457.

    13F-HR 0001801241-24-000005 filed by RE Dickinson Investment 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 ended2024-03-31
    13F 1,411 shares
    Change vs previous 13F -10,424 shares

    0.19% of the 13F portfolio, value $297,000.

    13F-HR 0001801241-24-000004 filed by RE Dickinson Investment 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 ended2023-12-31
    13F 11,835 shares
    Change vs previous 13F +419 shares

    1.58% of the 13F portfolio, value $2,375,000.

    13F-HR 0001801241-24-000002 filed by RE Dickinson Investment 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 ended2023-09-30
    13F 11,416 shares
    Change vs previous 13F +662 shares

    1.42% of the 13F portfolio, value $2,021,000.

    13F-HR 0001801241-23-000007 filed by RE Dickinson Investment 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 ended2023-06-30
    13F 10,754 shares
    Change vs previous 13F +1,130 shares

    0.74% of the 13F portfolio, value $2,014,000.

    13F-HR 0001801241-23-000005 filed by RE Dickinson Investment 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 ended2023-03-31
    13F/A 9,624 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,717,000.

    13F-HR/A 0001801241-23-000004 filed by RE Dickinson Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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