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Disclosery

Avid Wealth Partners LLC: IYW position timeline

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

Avid Wealth Partners LLC held 10,348 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,348 shares
    Change vs previous 13F -15,885 shares

    1.26% of the 13F portfolio, value $2,610,076.

    13F-HR 0001992344-26-000007 filed by Avid Wealth Partners 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 26,233 shares
    Change vs previous 13F -1,406 shares

    2.25% of the 13F portfolio, value $4,759,119.

    13F-HR 0001992344-26-000005 filed by Avid Wealth Partners 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 27,639 shares
    Change vs previous 13F +280 shares

    2.7% of the 13F portfolio, value $5,518,858.

    13F-HR 0001992344-26-000003 filed by Avid Wealth Partners 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 27,359 shares
    Change vs previous 13F +389 shares

    2.66% of the 13F portfolio, value $5,358,626.

    13F-HR 0001992344-25-000009 filed by Avid Wealth Partners 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 26,970 shares
    Change vs previous 13F -6,543 shares

    2.67% of the 13F portfolio, value $4,673,166.

    13F-HR 0001992344-25-000005 filed by Avid Wealth Partners 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 33,513 shares
    Change vs previous 13F +3,427 shares

    3.19% of the 13F portfolio, value $4,706,615.

    13F-HR 0001992344-25-000003 filed by Avid Wealth Partners 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 30,086 shares
    Change vs previous 13F -2,149 shares

    3.41% of the 13F portfolio, value $4,799,357.

    13F-HR 0001992344-25-000002 filed by Avid Wealth Partners 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 32,235 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $4,887,494.

    13F-HR 0001992344-24-000006 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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