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Disclosery

Wade Financial Advisory, Inc: IWM position timeline

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

Wade Financial Advisory, Inc held 4,598 IWM shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 4,598 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $917,262.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 4,598 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,015,982.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 4,598 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,015,660.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 4,598 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $932,895.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 4,598 shares
    Change vs previous 13F -500 shares

    0.35% of the 13F portfolio, value $966,967.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 5,098 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,023,227.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 5,098 shares
    Change vs previous 13F -415 shares

    0.39% of the 13F portfolio, value $901,027.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 5,513 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,032,426.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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