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Disclosery

SEVEN MILE ADVISORY: IWM position timeline

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

SEVEN MILE ADVISORY held 3,300 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,300 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $991,485.

    13F-HR 0001172661-26-003372 filed by SEVEN MILE ADVISORY
    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 3,300 shares
    Change vs previous 13F +3,300 shares

    0.59% of the 13F portfolio, value $818,400.

    13F-HR 0001987932-26-000002 filed by SEVEN MILE ADVISORY
    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 0 shares
    Change vs previous 13F -3,300 shares

    13F-HR 0001987932-26-000001 filed by SEVEN MILE ADVISORY
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 3,300 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $798,468.

    13F-HR 0001987932-25-000006 filed by SEVEN MILE ADVISORY
    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 3,300 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $712,107.

    13F-HR 0001987932-25-000004 filed by SEVEN MILE ADVISORY
    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 3,300 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $658,317.

    13F-HR 0001982776-25-000005 filed by SEVEN MILE ADVISORY
    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 3,300 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $729,168.

    13F-HR 0001987932-25-000001 filed by SEVEN MILE ADVISORY
    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 3,300 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $728,937.

    13F-HR 0001987932-24-000005 filed by SEVEN MILE ADVISORY
    Filed (acceptance time not in the bulk data set), ingested

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