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World Investment Advisors: IWM position timeline

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

World Investment Advisors held 31,180 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,180 shares
    Change vs previous 13F -1,564 shares

    0.13% of the 13F portfolio, value $7,842,932.

    13F-HR 0001062993-26-004335 filed by World Investment 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 32,744 shares
    Change vs previous 13F -189 shares

    0.13% of the 13F portfolio, value $8,120,379.

    13F-HR 0001062993-26-002164 filed by World Investment 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/A 32,933 shares
    Change vs previous 13F +8,014 shares

    0.13% of the 13F portfolio, value $8,106,554.

    13F-HR/A 0001062993-26-001415 filed by World Investment 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 24,919 shares
    Change vs previous 13F +2,676 shares

    0.12% of the 13F portfolio, value $6,029,459.

    13F-HR 0001062993-25-016083 filed by World Investment 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 22,243 shares
    Change vs previous 13F +5,781 shares

    0.11% of the 13F portfolio, value $4,799,684.

    13F-HR 0001062993-25-013474 filed by World Investment 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 16,462 shares
    Change vs previous 13F -1,625 shares

    0.09% of the 13F portfolio, value $3,284,032.

    13F-HR 0001062993-25-008161 filed by World Investment 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 18,087 shares
    Change vs previous 13F +11,429 shares

    0.11% of the 13F portfolio, value $3,996,382.

    13F-HR 0001062993-25-002205 filed by World Investment 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/A 6,658 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,470,584.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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