Skip to content
Disclosery

American Wealth Advisors, LLC: IWM position timeline

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

American Wealth Advisors, LLC held 9,369 IWM 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 9,369 shares
    Change vs previous 13F -68 shares

    2.64% of the 13F portfolio, value $2,814,965.

    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 9,437 shares
    Change vs previous 13F +17 shares

    2.44% of the 13F portfolio, value $2,340,329.

    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 9,420 shares
    Change vs previous 13F -97 shares

    2.28% of the 13F portfolio, value $2,318,853.

    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 9,517 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $2,302,735.

    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).