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LSP Investment Advisors, LLC: IWM position timeline

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

LSP Investment Advisors, LLC held 11,396 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 11,396 shares
    Change vs previous 13F -4,104 shares

    3.14% of the 13F portfolio, value $3,423,928.

    13F-HR 0001172661-26-003807 filed by LSP 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 15,500 shares
    Change vs previous 13F 0 shares

    2.79% of the 13F portfolio, value $3,844,000.

    13F-HR 0001172661-26-002309 filed by LSP Investment 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 15,500 shares
    Change vs previous 13F 0 shares

    2.03% of the 13F portfolio, value $3,815,480.

    13F-HR 0001172661-26-001077 filed by LSP 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 15,500 shares
    Change vs previous 13F 0 shares

    2.25% of the 13F portfolio, value $3,750,380.

    13F-HR 0001172661-25-005046 filed by LSP 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 15,500 shares
    Change vs previous 13F 0 shares

    2.4% of the 13F portfolio, value $3,344,745.

    13F-HR 0001172661-25-003488 filed by LSP 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 15,500 shares
    Change vs previous 13F 0 shares

    2.66% of the 13F portfolio, value $3,092,095.

    13F-HR 0001172661-25-002316 filed by LSP 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 15,500 shares
    Change vs previous 13F 0 shares

    2.39% of the 13F portfolio, value $3,424,880.

    13F-HR 0001172661-25-001200 filed by LSP 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 15,500 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $3,423,795.

    13F-HR 0001172661-24-005208 filed by LSP Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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