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TOTH FINANCIAL ADVISORY CORP: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOTH FINANCIAL ADVISORY CORP on IWM, newest first. How the timeline and the estimate are built.

TOTH FINANCIAL ADVISORY CORP held 17,346 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,346 shares
    Change vs previous 13F +6,957 shares

    0.48% of the 13F portfolio, value $4,820,291.

    13F-HR 0000866780-26-000004 filed by TOTH FINANCIAL ADVISORY CORP
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,389 shares
    Change vs previous 13F +1,871 shares

    0.3% of the 13F portfolio, value $3,121,250.

    13F-HR 0000866780-26-000003 filed by TOTH FINANCIAL ADVISORY CORP
    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 8,518 shares
    Change vs previous 13F +994 shares

    0.23% of the 13F portfolio, value $2,112,583.

    13F-HR 0000866780-26-000002 filed by TOTH FINANCIAL ADVISORY CORP
    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 7,524 shares
    Change vs previous 13F +31 shares

    0.2% of the 13F portfolio, value $1,852,207.

    13F-HR 0000866780-26-000001 filed by TOTH FINANCIAL ADVISORY CORP
    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 7,493 shares
    Change vs previous 13F +2,486 shares

    0.2% of the 13F portfolio, value $1,812,910.

    13F-HR 0000866780-25-000005 filed by TOTH FINANCIAL ADVISORY CORP
    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 5,007 shares
    Change vs previous 13F +2,514 shares

    0.13% of the 13F portfolio, value $1,080,569.

    13F-HR 0000866780-25-000003 filed by TOTH FINANCIAL ADVISORY CORP
    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 2,493 shares
    Change vs previous 13F -2,231 shares

    0.06% of the 13F portfolio, value $497,309.

    13F-HR 0000866780-25-000002 filed by TOTH FINANCIAL ADVISORY CORP
    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 4,724 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,043,740.

    13F-HR 0000866780-25-000001 filed by TOTH FINANCIAL ADVISORY CORP
    Filed (acceptance time not in the bulk data set), ingested

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