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Disclosery

Vident Advisory, LLC: IWM position timeline

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

Vident Advisory, LLC held 3,368 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,368 shares
    Change vs previous 13F -6,058 shares

    0.01% of the 13F portfolio, value $1,011,916.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, 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 9,426 shares
    Change vs previous 13F -29 shares

    0.02% of the 13F portfolio, value $2,337,648.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, 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 9,455 shares
    Change vs previous 13F -87 shares

    0.02% of the 13F portfolio, value $2,327,443.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, 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 9,542 shares
    Change vs previous 13F -285 shares

    0.02% of the 13F portfolio, value $2,308,782.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, 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 9,827 shares
    Change vs previous 13F -3,017 shares

    0.02% of the 13F portfolio, value $2,120,573.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, 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 12,844 shares
    Change vs previous 13F -1,417 shares

    0.04% of the 13F portfolio, value $2,562,254.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, 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 14,261 shares
    Change vs previous 13F +787 shares

    0.06% of the 13F portfolio, value $3,151,116.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, 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 13,474 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,976,276.

    13F-HR 0001172661-24-004772 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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