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American Wealth Advisors, LLC: IVW position timeline

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

American Wealth Advisors, LLC held 123,649 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,649 shares
    Change vs previous 13F -68 shares

    15.96% of the 13F portfolio, value $17,005,440.

    13F-HR 0001951757-26-001138 filed by American 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 123,717 shares
    Change vs previous 13F -3,256 shares

    14.58% of the 13F portfolio, value $13,993,670.

    13F-HR 0001951757-26-000757 filed by American 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 126,973 shares
    Change vs previous 13F -1,248 shares

    15.37% of the 13F portfolio, value $15,650,701.

    13F-HR 0002095589-26-000001 filed by American 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 128,221 shares
    Change vs previous 13F not available

    15.31% of the 13F portfolio, value $15,478,861.

    13F-HR 0002095589-25-000002 filed by American Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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