Skip to content
Disclosery

TRUE Private Wealth Advisors: IWM position timeline

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

TRUE Private Wealth Advisors held 81,229 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,229 shares
    Change vs previous 13F +11,570 shares

    2.11% of the 13F portfolio, value $24,405,377.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 69,659 shares
    Change vs previous 13F +5,462 shares

    1.65% of the 13F portfolio, value $17,275,643.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 64,197 shares
    Change vs previous 13F -1,570 shares

    1.58% of the 13F portfolio, value $15,802,803.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 65,767 shares
    Change vs previous 13F -1,238 shares

    1.62% of the 13F portfolio, value $15,913,134.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 67,005 shares
    Change vs previous 13F +8,189 shares

    1.62% of the 13F portfolio, value $14,458,957.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 58,816 shares
    Change vs previous 13F -76,162 shares

    1.43% of the 13F portfolio, value $11,733,228.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 134,978 shares
    Change vs previous 13F -1,045 shares

    3.62% of the 13F portfolio, value $29,824,810.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 136,023 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $30,046,215.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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