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River Wealth Advisors LLC: IWM position timeline

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

River Wealth Advisors LLC held 80,655 IWM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 80,655 shares
    Change vs previous 13F -2,358 shares

    2.54% of the 13F portfolio, value $24,232,667.

    13F-HR/A 0001642570-26-000008 filed by River Wealth 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 83,013 shares
    Change vs previous 13F -3,257 shares

    2.36% of the 13F portfolio, value $20,587,118.

    13F-HR 0001642570-26-000005 filed by River Wealth 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 86,270 shares
    Change vs previous 13F -420 shares

    2.38% of the 13F portfolio, value $21,236,118.

    13F-HR 0001642570-26-000003 filed by River Wealth 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 86,690 shares
    Change vs previous 13F -467 shares

    2.45% of the 13F portfolio, value $20,975,608.

    13F-HR 0001642570-25-000011 filed by River Wealth 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 87,157 shares
    Change vs previous 13F -152,952 shares

    2.34% of the 13F portfolio, value $18,807,517.

    13F-HR 0001642570-25-000009 filed by River Wealth 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 240,109 shares
    Change vs previous 13F +5,115 shares

    6.66% of the 13F portfolio, value $47,899,295.

    13F-HR 0001642570-25-000006 filed by River Wealth 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 234,994 shares
    Change vs previous 13F +10,974 shares

    6.88% of the 13F portfolio, value $51,924,375.

    13F-HR 0001642570-25-000004 filed by River Wealth 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 224,020 shares
    Change vs previous 13F not available

    6.6% of the 13F portfolio, value $49,483,680.

    13F-HR 0001642570-24-000009 filed by River Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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