Skip to content
Disclosery

Advus Financial Partners, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advus Financial Partners, LLC on IWF, newest first. How the timeline and the estimate are built.

Advus Financial Partners, LLC held 13,009 IWF shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 13,009 shares
    Change vs previous 13F +9,757 shares

    0.46% of the 13F portfolio, value $1,615,336.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 3,252 shares
    Change vs previous 13F -152 shares

    0.53% of the 13F portfolio, value $1,386,630.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 3,404 shares
    Change vs previous 13F +2,811 shares

    0.58% of the 13F portfolio, value $1,610,931.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 593 shares
    Change vs previous 13F -32 shares

    0.1% of the 13F portfolio, value $277,881.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 625 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $265,466.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 625 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $225,761.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 625 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $251,067.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 625 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $234,678.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested