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SOUTHERN CAPITAL ADVISORS, LLC: IWM position timeline

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

SOUTHERN CAPITAL ADVISORS, LLC held 9,631 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,631 shares
    Change vs previous 13F -24 shares

    1.21% of the 13F portfolio, value $2,893,600.

    13F-HR 0002085853-26-000725 filed by SOUTHERN CAPITAL 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 9,655 shares
    Change vs previous 13F +222 shares

    1.12% of the 13F portfolio, value $2,394,316.

    13F-HR 0002085853-26-000396 filed by SOUTHERN CAPITAL 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 9,433 shares
    Change vs previous 13F +346 shares

    1.07% of the 13F portfolio, value $2,322,138.

    13F-HR 0002085853-26-000128 filed by SOUTHERN CAPITAL 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 9,087 shares
    Change vs previous 13F +1,160 shares

    1.03% of the 13F portfolio, value $2,198,694.

    13F-HR 0002085853-25-000225 filed by SOUTHERN CAPITAL 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 7,927 shares
    Change vs previous 13F +574 shares

    0.87% of the 13F portfolio, value $1,710,621.

    13F-HR 0001667731-25-000849 filed by SOUTHERN CAPITAL 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 7,353 shares
    Change vs previous 13F +1,926 shares

    0.81% of the 13F portfolio, value $1,466,898.

    13F-HR 0001667731-25-000492 filed by SOUTHERN CAPITAL 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 5,427 shares
    Change vs previous 13F +86 shares

    0.66% of the 13F portfolio, value $1,199,138.

    13F-HR 0001667731-25-000114 filed by SOUTHERN CAPITAL 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 5,341 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,179,865.

    13F-HR 0001909249-24-000004 filed by SOUTHERN CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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