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SC&H Financial Advisors, Inc.: IWM position timeline

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

SC&H Financial Advisors, Inc. held 3,397 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,397 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $943,883.

    13F-HR 0001907898-26-000005 filed by SC&H Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,395 shares
    Change vs previous 13F +3 shares

    0.14% of the 13F portfolio, value $1,020,176.

    13F-HR 0001907898-26-000004 filed by SC&H 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 3,392 shares
    Change vs previous 13F -27 shares

    0.13% of the 13F portfolio, value $841,200.

    13F-HR 0001907898-26-000002 filed by SC&H 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 3,419 shares
    Change vs previous 13F -95 shares

    0.13% of the 13F portfolio, value $841,670.

    13F-HR 0001085146-26-000096 filed by SC&H 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 3,514 shares
    Change vs previous 13F -1,238 shares

    0.14% of the 13F portfolio, value $850,327.

    13F-HR 0001907898-25-000003 filed by SC&H 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 4,752 shares
    Change vs previous 13F -21 shares

    0.18% of the 13F portfolio, value $1,025,438.

    13F-HR 0001085146-25-003920 filed by SC&H 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 4,773 shares
    Change vs previous 13F +4 shares

    0.19% of the 13F portfolio, value $952,079.

    13F-HR 0001085146-25-002250 filed by SC&H 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 4,769 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,053,842.

    13F-HR 0001085146-25-000543 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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