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Certified Advisory Corp: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on IWB, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 4,278 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,278 shares
    Change vs previous 13F -5 shares

    0.14% of the 13F portfolio, value $1,751,738.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 4,283 shares
    Change vs previous 13F -104 shares

    0.14% of the 13F portfolio, value $1,527,114.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 4,387 shares
    Change vs previous 13F -156 shares

    0.15% of the 13F portfolio, value $1,638,125.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 4,543 shares
    Change vs previous 13F -67 shares

    0.16% of the 13F portfolio, value $1,660,195.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 4,610 shares
    Change vs previous 13F +4 shares

    0.16% of the 13F portfolio, value $1,565,377.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 4,606 shares
    Change vs previous 13F -96 shares

    0.16% of the 13F portfolio, value $1,412,908.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 4,702 shares
    Change vs previous 13F -36 shares

    0.16% of the 13F portfolio, value $1,514,915.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 4,738 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,489,492.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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