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Spurstone Advisory Services, LLC: IWM position timeline

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

Spurstone Advisory Services, LLC held 3 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

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

    0.01% of the 13F portfolio, value $898.

    13F-HR 0002056079-26-000003 filed by Spurstone Advisory Services, 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 3 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $744.

    13F-HR 0002056079-26-000002 filed by Spurstone Advisory Services, 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 3 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $738.

    13F-HR 0002056079-26-000001 filed by Spurstone Advisory Services, 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 3 shares
    Change vs previous 13F -1,129 shares

    0.01% of the 13F portfolio, value $725.

    13F-HR 0002056079-25-000006 filed by Spurstone Advisory Services, 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 1,132 shares
    Change vs previous 13F 0 shares

    3.7% of the 13F portfolio, value $244,274.

    13F-HR 0002056079-25-000004 filed by Spurstone Advisory Services, 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 1,132 shares
    Change vs previous 13F +3 shares

    4.39% of the 13F portfolio, value $225,822.

    13F-HR 0002056079-25-000002 filed by Spurstone Advisory Services, 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 1,129 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $249,463.

    13F-HR 0002056079-25-000001 filed by Spurstone Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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