Skip to content
Disclosery

CAPSTONE INVESTMENT ADVISORS, LLC: IWM position timeline

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

CAPSTONE INVESTMENT ADVISORS, LLC held 68,994 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,994 shares
    Change vs previous 13F +68,994 shares

    0.14% of the 13F portfolio, value $20,729,247.

    13F-HR 0001426196-26-000004 filed by CAPSTONE INVESTMENT 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 0 shares
    Change vs previous 13F -184,760 shares

    13F-HR 0001426196-26-000003 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 184,760 shares
    Change vs previous 13F +50,431 shares

    0.37% of the 13F portfolio, value $45,480,522.

    13F-HR 0001426196-26-000001 filed by CAPSTONE INVESTMENT 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 134,329 shares
    Change vs previous 13F -48,460 shares

    0.28% of the 13F portfolio, value $32,502,245.

    13F-HR 0001426196-25-000006 filed by CAPSTONE INVESTMENT 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 182,789 shares
    Change vs previous 13F -14,089 shares

    0.34% of the 13F portfolio, value $39,444,038.

    13F-HR 0001426196-25-000002 filed by CAPSTONE INVESTMENT 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 196,878 shares
    Change vs previous 13F +22,233 shares

    0.36% of the 13F portfolio, value $39,275,192.

    13F-HR 0001426196-25-000001 filed by CAPSTONE INVESTMENT 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 174,645 shares
    Change vs previous 13F -8,592 shares

    0.38% of the 13F portfolio, value $38,589,559.

    13F-HR 0001752724-25-024544 filed by CAPSTONE INVESTMENT 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 183,237 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $40,475,221.

    13F-HR 0001752724-24-250642 filed by CAPSTONE INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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