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Archvest Wealth Advisors, Inc.: IWO position timeline

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

Archvest Wealth Advisors, Inc. held 0 IWO shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,249 shares

    13F-HR 0001910174-25-000004 filed by Archvest Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 2,249 shares
    Change vs previous 13F -234 shares

    0.48% of the 13F portfolio, value $574,674.

    13F-HR 0001910174-25-000002 filed by Archvest Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 2,483 shares
    Change vs previous 13F +24 shares

    0.52% of the 13F portfolio, value $714,686.

    13F-HR 0001910174-25-000001 filed by Archvest Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 2,459 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $698,356.

    13F-HR 0001910174-24-000008 filed by Archvest Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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