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Arbor Investment Advisors, LLC: IWB position timeline

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

Arbor Investment Advisors, LLC held 284,885 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 284,885 shares
    Change vs previous 13F -6,097 shares

    13.2% of the 13F portfolio, value $116,660,539.

    13F-HR 0001590073-26-000005 filed by Arbor Investment 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 290,982 shares
    Change vs previous 13F -185 shares

    13.51% of the 13F portfolio, value $103,752,699.

    13F-HR 0001590073-26-000003 filed by Arbor Investment 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 291,167 shares
    Change vs previous 13F -10,462 shares

    14.31% of the 13F portfolio, value $108,733,258.

    13F-HR 0001590073-26-000002 filed by Arbor Investment 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 301,629 shares
    Change vs previous 13F -45,047 shares

    14% of the 13F portfolio, value $110,239,375.

    13F-HR 0001590073-25-000008 filed by Arbor Investment 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 346,676 shares
    Change vs previous 13F +1,660 shares

    15.08% of the 13F portfolio, value $117,720,883.

    13F-HR 0001590073-25-000006 filed by Arbor Investment 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 345,016 shares
    Change vs previous 13F -692 shares

    14.47% of the 13F portfolio, value $105,830,132.

    13F-HR 0001590073-25-000004 filed by Arbor Investment 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 345,708 shares
    Change vs previous 13F -4,685 shares

    15.69% of the 13F portfolio, value $111,373,380.

    13F-HR 0001590073-25-000002 filed by Arbor Investment 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 350,393 shares
    Change vs previous 13F not available

    14.59% of the 13F portfolio, value $110,160,180.

    13F-HR 0001590073-24-000006 filed by Arbor Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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