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RTD Financial Advisors, Inc.: IWM position timeline

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

RTD Financial Advisors, Inc. held 56,384 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,384 shares
    Change vs previous 13F -1,008 shares

    1.71% of the 13F portfolio, value $15,668,553.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 57,392 shares
    Change vs previous 13F -2,079 shares

    1.88% of the 13F portfolio, value $17,243,567.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 59,471 shares
    Change vs previous 13F -2,848 shares

    1.81% of the 13F portfolio, value $14,748,848.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 62,319 shares
    Change vs previous 13F -1,721 shares

    1.87% of the 13F portfolio, value $15,340,396.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 64,040 shares
    Change vs previous 13F -775 shares

    1.86% of the 13F portfolio, value $15,495,012.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 64,815 shares
    Change vs previous 13F -184 shares

    1.79% of the 13F portfolio, value $13,986,511.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 64,999 shares
    Change vs previous 13F -4,239 shares

    1.74% of the 13F portfolio, value $12,966,707.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 69,238 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $15,298,839.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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