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Aletheian Wealth Advisors LLC: IWN position timeline

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

Aletheian Wealth Advisors LLC held 6,805 IWN 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 6,805 shares
    Change vs previous 13F +253 shares

    0.57% of the 13F portfolio, value $1,425,332.

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

  2. period ended2026-06-30
    13F 6,552 shares
    Change vs previous 13F +186 shares

    0.62% of the 13F portfolio, value $1,449,224.

    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 6,366 shares
    Change vs previous 13F -285 shares

    0.59% of the 13F portfolio, value $1,206,976.

    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 6,651 shares
    Change vs previous 13F -31 shares

    0.55% of the 13F portfolio, value $1,176,011.

    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 6,682 shares
    Change vs previous 13F +665 shares

    0.52% of the 13F portfolio, value $1,054,109.

    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 6,017 shares
    Change vs previous 13F -437 shares

    0.51% of the 13F portfolio, value $908,329.

    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 6,454 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,059,531.

    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).