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Efficient Advisors, LLC: IWC position timeline

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

Efficient Advisors, LLC held 16,006 IWC shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 16,006 shares
    Change vs previous 13F -1,469 shares

    0.18% of the 13F portfolio, value $2,554,748.

    13F-HR 0001542164-26-000002 filed by Efficient 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 ended2025-12-31
    13F/A 17,475 shares
    Change vs previous 13F -2,208 shares

    0.16% of the 13F portfolio, value $2,755,791.

    13F-HR/A 0001765380-26-000006 filed by Efficient 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 ended2025-09-30
    13F 19,683 shares
    Change vs previous 13F -3,793 shares

    0.17% of the 13F portfolio, value $2,934,466.

    13F-HR 0001542164-25-000003 filed by Efficient 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 ended2025-06-30
    13F 23,476 shares
    Change vs previous 13F -107 shares

    0.18% of the 13F portfolio, value $2,996,969.

    13F-HR 0001765380-25-000308 filed by Efficient 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 ended2025-03-31
    13F/A 23,583 shares
    Change vs previous 13F -5,880 shares

    0.17% of the 13F portfolio, value $2,615,564.

    13F-HR/A 0001765380-25-000168 filed by Efficient 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 ended2024-12-31
    13F 29,463 shares
    Change vs previous 13F -4,623 shares

    0.25% of the 13F portfolio, value $3,841,336.

    13F-HR 0001765380-25-000059 filed by Efficient 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 ended2024-09-30
    13F 34,086 shares
    Change vs previous 13F -2,057 shares

    0.26% of the 13F portfolio, value $4,203,449.

    13F-HR 0001765380-24-000424 filed by Efficient 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 ended2024-06-30
    13F 36,143 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,120,341.

    13F-HR 0001765380-24-000272 filed by Efficient Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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