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Sand Hill Global Advisors, LLC: IWM position timeline

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

Sand Hill Global Advisors, LLC held 481,468 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 481,468 shares
    Change vs previous 13F -82,398 shares

    4.36% of the 13F portfolio, value $144,657,202.

    13F-HR 0001580642-26-005119 filed by Sand Hill Global 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 563,866 shares
    Change vs previous 13F +982 shares

    4.71% of the 13F portfolio, value $139,838,684.

    13F-HR 0001580642-26-003176 filed by Sand Hill Global 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 562,884 shares
    Change vs previous 13F -19,747 shares

    4.84% of the 13F portfolio, value $138,559,435.

    13F-HR 0001580642-26-001025 filed by Sand Hill Global 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 582,631 shares
    Change vs previous 13F -26,543 shares

    4.96% of the 13F portfolio, value $140,973,454.

    13F-HR 0001580642-25-007219 filed by Sand Hill Global 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 609,174 shares
    Change vs previous 13F -34,767 shares

    4.88% of the 13F portfolio, value $131,453,677.

    13F-HR 0001580642-25-005122 filed by Sand Hill Global 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 643,941 shares
    Change vs previous 13F +10,013 shares

    5.29% of the 13F portfolio, value $128,459,817.

    13F-HR 0001580642-25-003091 filed by Sand Hill Global 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 633,928 shares
    Change vs previous 13F -1,115 shares

    5.93% of the 13F portfolio, value $140,072,755.

    13F-HR 0001580642-25-000976 filed by Sand Hill Global 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 635,043 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $140,274,565.

    13F-HR 0001580642-24-006890 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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