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Disclosery

Avant Financial Advisors LLC: IWV position timeline

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

Avant Financial Advisors LLC held 6,764 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,764 shares
    Change vs previous 13F +282 shares

    1.8% of the 13F portfolio, value $2,884,170.

    13F-HR 0001951757-26-000953 filed by Avant Financial 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 6,482 shares
    Change vs previous 13F +644 shares

    1.69% of the 13F portfolio, value $2,402,748.

    13F-HR 0001951757-26-000711 filed by Avant Financial 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 5,838 shares
    Change vs previous 13F +126 shares

    1.62% of the 13F portfolio, value $2,258,431.

    13F-HR 0001951757-26-000158 filed by Avant Financial 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 5,712 shares
    Change vs previous 13F -143 shares

    1.63% of the 13F portfolio, value $2,164,506.

    13F-HR 0001951757-25-001262 filed by Avant Financial 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 5,855 shares
    Change vs previous 13F +728 shares

    1.69% of the 13F portfolio, value $2,055,105.

    13F-HR 0001951757-25-001021 filed by Avant Financial 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 5,127 shares
    Change vs previous 13F +170 shares

    1.48% of the 13F portfolio, value $1,628,541.

    13F-HR 0001951757-25-000542 filed by Avant Financial 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 4,957 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $1,656,878.

    13F-HR 0001951757-25-000286 filed by Avant Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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