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Disclosery

NICHOLS & PRATT ADVISERS LLP /MA: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NICHOLS & PRATT ADVISERS LLP /MA on IWM, newest first. How the timeline and the estimate are built.

NICHOLS & PRATT ADVISERS LLP /MA held 2,587 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,587 shares
    Change vs previous 13F +1,150 shares

    0.04% of the 13F portfolio, value $721,825.

    13F-HR 0001141781-26-000015 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,437 shares
    Change vs previous 13F +12 shares

    0.03% of the 13F portfolio, value $431,746.

    13F-HR 0001141781-26-000003 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,425 shares
    Change vs previous 13F -160 shares

    0.02% of the 13F portfolio, value $310,016.

    13F-HR 0001141781-26-000002 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,585 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $390,164.

    13F-HR 0001141781-26-000001 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,585 shares
    Change vs previous 13F +83 shares

    0.02% of the 13F portfolio, value $383,507.

    13F-HR 0001141781-25-000011 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,502 shares
    Change vs previous 13F -210 shares

    0.02% of the 13F portfolio, value $324,117.

    13F-HR 0001141781-25-000005 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,712 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $341,527.

    13F-HR 0001141781-25-000004 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,512 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $334,092.

    13F-HR 0001141781-25-000001 filed by NICHOLS & PRATT ADVISERS LLP /MA
    Filed (acceptance time not in the bulk data set), ingested

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