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True North Advisors, LLC: IWM position timeline

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

True North Advisors, LLC held 1,068 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,068 shares
    Change vs previous 13F -1,756 shares

    0.03% of the 13F portfolio, value $321,002.

    13F-HR 0001172661-26-002749 filed by True North 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 2,824 shares
    Change vs previous 13F +72 shares

    0.08% of the 13F portfolio, value $700,234.

    13F-HR 0001172661-26-001614 filed by True North 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 2,752 shares
    Change vs previous 13F +64 shares

    0.09% of the 13F portfolio, value $677,331.

    13F-HR 0001172661-26-000255 filed by True North 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 2,688 shares
    Change vs previous 13F +1,032 shares

    0.1% of the 13F portfolio, value $650,383.

    13F-HR 0001172661-25-004287 filed by True North 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 1,656 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $357,350.

    13F-HR 0001172661-25-002616 filed by True North 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 1,656 shares
    Change vs previous 13F -187 shares

    0.06% of the 13F portfolio, value $330,336.

    13F-HR 0001172661-25-001678 filed by True North 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 1,843 shares
    Change vs previous 13F +729 shares

    0.1% of the 13F portfolio, value $407,190.

    13F-HR 0001172661-25-000248 filed by True North 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 1,114 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $246,071.

    13F-HR 0001172661-24-004175 filed by True North Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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