Skip to content
Disclosery

American Wealth Advisors, LLC: IWR position timeline

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

American Wealth Advisors, LLC held 9,931 IWR 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 9,931 shares
    Change vs previous 13F +131 shares

    1.03% of the 13F portfolio, value $1,095,619.

    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 9,800 shares
    Change vs previous 13F +186 shares

    0.99% of the 13F portfolio, value $952,865.

    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 9,614 shares
    Change vs previous 13F -109 shares

    0.91% of the 13F portfolio, value $925,532.

    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 9,723 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $938,724.

    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).