Skip to content

Centerline Wealth Advisors, LLC: IYW position timeline

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

Centerline Wealth Advisors, LLC held 25,688 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,688 shares
    Change vs previous 13F -5,547 shares

    2.03% of the 13F portfolio, value $6,479,288.

    13F-HR 0001802059-26-000009 filed by Centerline Wealth 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 31,235 shares
    Change vs previous 13F -6,372 shares

    2.04% of the 13F portfolio, value $5,666,655.

    13F-HR 0001802059-26-000008 filed by Centerline Wealth 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 37,607 shares
    Change vs previous 13F -5,772 shares

    2.72% of the 13F portfolio, value $7,509,366.

    13F-HR 0001802059-26-000001 filed by Centerline Wealth 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 43,379 shares
    Change vs previous 13F -5,385 shares

    3.7% of the 13F portfolio, value $8,496,211.

    13F-HR 0001802059-25-000006 filed by Centerline Wealth 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 48,764 shares
    Change vs previous 13F +12,180 shares

    4.15% of the 13F portfolio, value $8,449,338.

    13F-HR 0001802059-25-000003 filed by Centerline Wealth 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 36,584 shares
    Change vs previous 13F +17 shares

    3.06% of the 13F portfolio, value $5,137,857.

    13F-HR 0001625800-25-000002 filed by Centerline Wealth 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 36,567 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $5,835,561.

    13F-HR 0001802059-25-000002 filed by Centerline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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