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CENTRAL VALLEY ADVISORS, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CENTRAL VALLEY ADVISORS, LLC on IWF, newest first. How the timeline and the estimate are built.

CENTRAL VALLEY ADVISORS, LLC held 63,552 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,552 shares
    Change vs previous 13F +47,574 shares

    2.02% of the 13F portfolio, value $7,891,249.

    13F-HR 0001085146-26-000523 filed by CENTRAL VALLEY 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 15,978 shares
    Change vs previous 13F -57 shares

    1.86% of the 13F portfolio, value $6,813,021.

    13F-HR 0001085146-26-000337 filed by CENTRAL VALLEY 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 16,035 shares
    Change vs previous 13F -425 shares

    2.27% of the 13F portfolio, value $7,589,371.

    13F-HR 0001085146-26-000068 filed by CENTRAL VALLEY 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 16,460 shares
    Change vs previous 13F -24 shares

    2.39% of the 13F portfolio, value $7,710,030.

    13F-HR 0001085146-25-005853 filed by CENTRAL VALLEY 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 16,484 shares
    Change vs previous 13F -7,141 shares

    2.38% of the 13F portfolio, value $6,998,774.

    13F-HR 0001085146-25-003670 filed by CENTRAL VALLEY 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 23,625 shares
    Change vs previous 13F -977 shares

    3.23% of the 13F portfolio, value $8,530,750.

    13F-HR 0001085146-25-002092 filed by CENTRAL VALLEY 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 24,602 shares
    Change vs previous 13F -160 shares

    4.49% of the 13F portfolio, value $9,879,666.

    13F-HR 0001085146-25-000222 filed by CENTRAL VALLEY 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 24,762 shares
    Change vs previous 13F not available

    5.24% of the 13F portfolio, value $9,295,159.

    13F-HR 0001085146-24-004638 filed by CENTRAL VALLEY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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