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Disclosery

4WEALTH ADVISORS, INC.: IBTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on IBTM, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 26,386 IBTM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,386 shares
    Change vs previous 13F +2,061 shares

    0.46% of the 13F portfolio, value $601,200.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    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 24,325 shares
    Change vs previous 13F +3,707 shares

    0.48% of the 13F portfolio, value $556,436.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    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 20,618 shares
    Change vs previous 13F +9,119 shares

    0.41% of the 13F portfolio, value $475,754.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    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 11,499 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $265,972.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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