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Wilmar Advisors LLC: IWM position timeline

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

Wilmar Advisors LLC held 12,000 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,000 shares
    Change vs previous 13F 0 shares

    2.61% of the 13F portfolio, value $3,605,400.

    13F-HR 0001213900-26-088912 filed by Wilmar 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 12,000 shares
    Change vs previous 13F +7,000 shares

    2.57% of the 13F portfolio, value $2,976,000.

    13F-HR 0001213900-26-056417 filed by Wilmar 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 5,000 shares
    Change vs previous 13F -3,000 shares

    0.96% of the 13F portfolio, value $1,230,800.

    13F-HR 0001213900-26-016121 filed by Wilmar 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 8,000 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $1,935,680.

    13F-HR 0001213900-25-109809 filed by Wilmar Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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