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Disclosery

Stelac Advisory Services LLC: IWM position timeline

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

Stelac Advisory Services LLC held 2,931 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 2,931 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $880,619.

    13F-HR 0001519676-26-000007 filed by Stelac 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 2,931 shares
    Change vs previous 13F +888 shares

    0.15% of the 13F portfolio, value $726,888.

    13F-HR 0001519676-26-000005 filed by Stelac 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 2,043 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $502,905.

    13F-HR 0001519676-26-000002 filed by Stelac 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 2,043 shares
    Change vs previous 13F +428 shares

    0.17% of the 13F portfolio, value $494,324.

    13F-HR 0001519676-25-000011 filed by Stelac 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 1,615 shares
    Change vs previous 13F -1,612 shares

    0.13% of the 13F portfolio, value $348,501.

    13F-HR 0001519676-25-000009 filed by Stelac 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 3,227 shares
    Change vs previous 13F -215 shares

    0.27% of the 13F portfolio, value $643,846.

    13F-HR 0001519676-25-000006 filed by Stelac 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 3,442 shares
    Change vs previous 13F +1,115 shares

    0.3% of the 13F portfolio, value $760,529.

    13F-HR 0001519676-25-000002 filed by Stelac Advisory Services 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 2,327 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $514,138.

    13F-HR 0001519676-24-000008 filed by Stelac Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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