Skip to content
Disclosery

Aquire Wealth Advisors, LLC: IWV position timeline

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

Aquire Wealth Advisors, LLC held 12,834 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,834 shares
    Change vs previous 13F -564 shares

    1.26% of the 13F portfolio, value $5,472,418.

    13F-HR 0001172661-26-003106 filed by Aquire 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 13,398 shares
    Change vs previous 13F -4 shares

    1.31% of the 13F portfolio, value $4,966,371.

    13F-HR 0001172661-26-001464 filed by Aquire 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 13,402 shares
    Change vs previous 13F -418 shares

    1.35% of the 13F portfolio, value $5,184,564.

    13F-HR 0001172661-26-000032 filed by Aquire 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 13,820 shares
    Change vs previous 13F -61 shares

    1.29% of the 13F portfolio, value $5,236,951.

    13F-HR 0001172661-25-004321 filed by Aquire 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 13,881 shares
    Change vs previous 13F -9 shares

    1.31% of the 13F portfolio, value $4,872,231.

    13F-HR 0001172661-25-002675 filed by Aquire 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 13,890 shares
    Change vs previous 13F +19 shares

    1.36% of the 13F portfolio, value $4,412,020.

    13F-HR 0001172661-25-001630 filed by Aquire 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 13,871 shares
    Change vs previous 13F -633 shares

    1.44% of the 13F portfolio, value $4,636,382.

    13F-HR 0001172661-25-000757 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,504 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $4,738,892.

    13F-HR 0001172661-24-004452 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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