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Disclosery

SIERRA SUMMIT ADVISORS LLC: IWM position timeline

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

SIERRA SUMMIT ADVISORS LLC held 0 IWM shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,121 shares

    13F-HR 0001104659-25-076749 filed by SIERRA SUMMIT ADVISORS LLC
    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.

  2. period ended2025-03-31
    13F 3,121 shares
    Change vs previous 13F -56,848 shares

    0.13% of the 13F portfolio, value $622,609.

    13F-HR 0001104659-25-047176 filed by SIERRA SUMMIT 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 ended2024-12-31
    13F 59,969 shares
    Change vs previous 13F -25,904 shares

    2.66% of the 13F portfolio, value $13,250,751.

    13F-HR 0001104659-25-012601 filed by SIERRA SUMMIT 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 ended2024-09-30
    13F 85,873 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $18,968,487.

    13F-HR 0001104659-24-117421 filed by SIERRA SUMMIT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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