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Aletheian Wealth Advisors LLC: ICVT position timeline

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

Aletheian Wealth Advisors LLC held 6,620 ICVT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,620 shares
    Change vs previous 13F -9 shares

    0.3% of the 13F portfolio, value $747,658.

    13F-HR 0002085853-26-001109 filed by Aletheian Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,629 shares
    Change vs previous 13F -68 shares

    0.34% of the 13F portfolio, value $807,045.

    13F-HR 0002085853-26-000663 filed by Aletheian 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 ended2026-03-31
    13F 6,697 shares
    Change vs previous 13F -247 shares

    0.33% of the 13F portfolio, value $681,713.

    13F-HR 0002085853-26-000305 filed by Aletheian 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 6,944 shares
    Change vs previous 13F -114 shares

    0.32% of the 13F portfolio, value $694,747.

    13F-HR 0002085853-25-000252 filed by Aletheian 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 7,058 shares
    Change vs previous 13F +92 shares

    0.31% of the 13F portfolio, value $635,926.

    13F-HR 0001667731-25-000729 filed by Aletheian 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 6,966 shares
    Change vs previous 13F +1,106 shares

    0.33% of the 13F portfolio, value $582,427.

    13F-HR 0001667731-25-000380 filed by Aletheian 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 5,860 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $497,924.

    13F-HR 0001667731-25-000272 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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