Advisory Alpha, LLC: IWB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on IWB, newest first. How the timeline and the estimate are built.
Advisory Alpha, LLC held 943 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 943 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $386,210.
13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 942 sharesChange vs previous 13F +113 shares
0.01% of the 13F portfolio, value $336,002.
13F-HR 0001576762-26-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 829 sharesChange vs previous 13F -66 shares
0.01% of the 13F portfolio, value $309,743.
13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 895 sharesChange vs previous 13F +68 shares
0.01% of the 13F portfolio, value $328,964.
13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 827 sharesChange vs previous 13F +6 shares
0.01% of the 13F portfolio, value $280,932.
13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 821 sharesChange vs previous 13F -42 shares
0.01% of the 13F portfolio, value $251,944.
13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 863 sharesChange vs previous 13F +44 shares
0.01% of the 13F portfolio, value $278,140.
13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 819 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $257,544.
13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).