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Auxano Advisors, LLC: IWY position timeline

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

Auxano Advisors, LLC held 1,660 IWY 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 1,660 shares
    Change vs previous 13F -653 shares

    0.09% of the 13F portfolio, value $482,430.

    13F-HR 0001811491-26-000004 filed by Auxano 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 2,313 shares
    Change vs previous 13F -59,912 shares

    0.11% of the 13F portfolio, value $575,567.

    13F-HR 0001811491-26-000003 filed by Auxano 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 62,225 shares
    Change vs previous 13F +1,799 shares

    3.4% of the 13F portfolio, value $17,232,555.

    13F-HR 0001811491-26-000001 filed by Auxano 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 60,426 shares
    Change vs previous 13F +3,486 shares

    3.52% of the 13F portfolio, value $16,535,459.

    13F-HR 0001811491-25-000002 filed by Auxano 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 56,940 shares
    Change vs previous 13F +1,580 shares

    3.28% of the 13F portfolio, value $14,036,180.

    13F-HR 0001085146-25-004846 filed by Auxano 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 55,360 shares
    Change vs previous 13F +3,240 shares

    3.09% of the 13F portfolio, value $11,677,543.

    13F-HR 0001085146-25-002590 filed by Auxano 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 52,120 shares
    Change vs previous 13F +12,050 shares

    3.09% of the 13F portfolio, value $12,262,374.

    13F-HR 0001085146-25-000848 filed by Auxano 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 40,070 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $8,817,464.

    13F-HR 0001085146-24-005409 filed by Auxano Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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