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Checchi Capital Advisers, LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Checchi Capital Advisers, LLC on IWB, newest first. How the timeline and the estimate are built.

Checchi Capital Advisers, LLC held 16,969 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,969 shares
    Change vs previous 13F +1,386 shares

    0.44% of the 13F portfolio, value $6,948,731.

    13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, 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 15,583 shares
    Change vs previous 13F +1,241 shares

    0.38% of the 13F portfolio, value $5,556,381.

    13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, 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 14,342 shares
    Change vs previous 13F +1,410 shares

    0.36% of the 13F portfolio, value $5,356,023.

    13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, 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 12,932 shares
    Change vs previous 13F +1,182 shares

    0.32% of the 13F portfolio, value $4,726,503.

    13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, 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 11,750 shares
    Change vs previous 13F +1,387 shares

    0.28% of the 13F portfolio, value $3,989,916.

    13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, 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 10,363 shares
    Change vs previous 13F +423 shares

    0.22% of the 13F portfolio, value $3,178,898.

    13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, 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 9,940 shares
    Change vs previous 13F +141 shares

    0.24% of the 13F portfolio, value $3,202,270.

    13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, 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 9,799 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,080,708.

    13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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