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
- period ended2026-06-3013F 25,688 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,235 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 37,607 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 43,379 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 48,764 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 36,584 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 36,567 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).