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Sincerus Advisory, LLC: IWM position timeline

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

Sincerus Advisory, LLC held 16,458 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,458 shares
    Change vs previous 13F +156 shares

    2.98% of the 13F portfolio, value $4,573,521.

    13F-HR 0002050968-26-000004 filed by Sincerus Advisory, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,302 shares
    Change vs previous 13F -197 shares

    3.33% of the 13F portfolio, value $4,897,866.

    13F-HR 0002050968-26-000003 filed by Sincerus Advisory, LLC
    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 16,499 shares
    Change vs previous 13F -280 shares

    3.1% of the 13F portfolio, value $4,091,744.

    13F-HR 0002050968-26-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,779 shares
    Change vs previous 13F +102 shares

    3.32% of the 13F portfolio, value $4,130,396.

    13F-HR 0002050968-26-000001 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,677 shares
    Change vs previous 13F +1,363 shares

    3.46% of the 13F portfolio, value $4,035,247.

    13F-HR 0002050968-25-000002 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,314 shares
    Change vs previous 13F +710 shares

    3.23% of the 13F portfolio, value $3,436,173.

    13F-HR 0001754960-25-000484 filed by Sincerus Advisory, LLC
    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 14,604 shares
    Change vs previous 13F +429 shares

    3.07% of the 13F portfolio, value $2,913,337.

    13F-HR 0001754960-25-000228 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,175 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $3,132,139.

    13F-HR 0001754960-25-000099 filed by Sincerus Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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