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AGH Wealth Advisors, LLC: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AGH Wealth Advisors, LLC on IWV, newest first. How the timeline and the estimate are built.

AGH Wealth Advisors, LLC held 2,106 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,106 shares
    Change vs previous 13F -130 shares

    0.57% of the 13F portfolio, value $897,998.

    13F-HR 0002061010-26-000003 filed by AGH Wealth Advisors, 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 2,236 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $828,840.

    13F-HR 0002061010-26-000002 filed by AGH Wealth Advisors, 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 2,236 shares
    Change vs previous 13F -170 shares

    0.65% of the 13F portfolio, value $864,997.

    13F-HR 0002061010-26-000001 filed by AGH Wealth Advisors, 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 2,406 shares
    Change vs previous 13F -88 shares

    0.67% of the 13F portfolio, value $911,730.

    13F-HR 0002061010-25-000002 filed by AGH Wealth Advisors, 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 2,494 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $875,394.

    13F-HR 0001085146-25-004521 filed by AGH Wealth Advisors, 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 2,494 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $792,194.

    13F-HR 0001085146-25-002056 filed by AGH Wealth Advisors, 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 2,494 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $833,620.

    13F-HR 0001085146-25-001890 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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