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Salus Financial Advisors, LLC: IWM position timeline

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

Salus Financial Advisors, LLC held 8,209 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,209 shares
    Change vs previous 13F +46 shares

    1.22% of the 13F portfolio, value $2,466,244.

    13F-HR 0001951757-26-001126 filed by Salus Financial 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 8,163 shares
    Change vs previous 13F +4 shares

    1.18% of the 13F portfolio, value $2,024,300.

    13F-HR 0001951757-26-000714 filed by Salus Financial 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 8,159 shares
    Change vs previous 13F -150 shares

    1.2% of the 13F portfolio, value $2,008,296.

    13F-HR 0001951757-26-000242 filed by Salus Financial 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 8,309 shares
    Change vs previous 13F +35 shares

    1.24% of the 13F portfolio, value $2,010,325.

    13F-HR 0001951757-25-001315 filed by Salus Financial 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 8,274 shares
    Change vs previous 13F -119 shares

    1.2% of the 13F portfolio, value $1,785,339.

    13F-HR 0001951757-25-000998 filed by Salus Financial 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 8,393 shares
    Change vs previous 13F -1,139 shares

    1.27% of the 13F portfolio, value $1,674,261.

    13F-HR 0001951757-25-000451 filed by Salus Financial 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 9,532 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $2,106,125.

    13F-HR 0001951757-25-000264 filed by Salus Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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