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Disclosery

Rockingstone Advisors LLC: IWM position timeline

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

Rockingstone Advisors LLC held 22,716 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,716 shares
    Change vs previous 13F +305 shares

    2.74% of the 13F portfolio, value $6,825,022.

    13F-HR 0002027176-26-000003 filed by Rockingstone 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 22,411 shares
    Change vs previous 13F +192 shares

    2.55% of the 13F portfolio, value $5,557,928.

    13F-HR 0002027176-26-000002 filed by Rockingstone 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 22,219 shares
    Change vs previous 13F +1,830 shares

    2.49% of the 13F portfolio, value $5,469,429.

    13F-HR 0002027176-26-000001 filed by Rockingstone 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 20,389 shares
    Change vs previous 13F +1,800 shares

    2.43% of the 13F portfolio, value $4,933,322.

    13F-HR 0002027176-25-000007 filed by Rockingstone 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 18,589 shares
    Change vs previous 13F -3,720 shares

    2.11% of the 13F portfolio, value $4,011,320.

    13F-HR 0002027176-25-000004 filed by Rockingstone 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 22,309 shares
    Change vs previous 13F +470 shares

    2% of the 13F portfolio, value $4,450,422.

    13F-HR 0002027176-25-000003 filed by Rockingstone 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 21,839 shares
    Change vs previous 13F +835 shares

    2.13% of the 13F portfolio, value $4,825,545.

    13F-HR 0002027176-25-000001 filed by Rockingstone 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 21,004 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $4,639,574.

    13F-HR 0002027176-24-000009 filed by Rockingstone Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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