Advisory Alpha, LLC: IWP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Alpha, LLC on IWP, newest first. How the timeline and the estimate are built.
Advisory Alpha, LLC held 2,788 IWP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,788 sharesChange vs previous 13F +8 shares
0.01% of the 13F portfolio, value $408,282.
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 2,780 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $356,358.
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 2,780 sharesChange vs previous 13F -13 shares
0.01% of the 13F portfolio, value $380,880.
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 2,793 sharesChange vs previous 13F +12 shares
0.01% of the 13F portfolio, value $400,853.
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 2,781 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $385,676.
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 2,781 sharesChange vs previous 13F +6 shares
0.01% of the 13F portfolio, value $326,727.
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 2,775 sharesChange vs previous 13F +445 shares
0.01% of the 13F portfolio, value $351,827.
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 2,330 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $273,357.
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).