STEEL GROVE CAPITAL ADVISORS, LLC: IWM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEEL GROVE CAPITAL ADVISORS, LLC on IWM, newest first. How the timeline and the estimate are built.
STEEL GROVE CAPITAL ADVISORS, LLC held 5,914 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 5,914 sharesChange vs previous 13F -200 shares
0.15% of the 13F portfolio, value $1,643,441.
13F-HR 0001214659-26-012809 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Accepted , ingested - period ended2026-06-3013F 6,114 sharesChange vs previous 13F -29 shares
0.17% of the 13F portfolio, value $1,837,093.
13F-HR 0001214659-26-009087 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,143 sharesChange vs previous 13F -285 shares
0.16% of the 13F portfolio, value $1,523,464.
13F-HR 0001214659-26-005702 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,428 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $1,582,316.
13F-HR 0001214659-26-001349 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,428 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $1,387,098.
13F-HR 0001214659-25-016501 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,428 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $1,387,098.
13F-HR 0001214659-25-011101 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,428 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $1,282,322.
13F-HR 0001214659-25-006144 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,428 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $1,420,331.
13F-HR 0001214659-25-002666 filed by STEEL GROVE CAPITAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).