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GOLDEN ROAD ADVISORS LLC: IWB position timeline

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

GOLDEN ROAD ADVISORS LLC held 1,571 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,571 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $643,324.

    13F-HR 0001951757-26-001153 filed by GOLDEN ROAD 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 1,571 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $560,156.

    13F-HR 0001951757-26-000755 filed by GOLDEN ROAD 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 1,571 shares
    Change vs previous 13F -310 shares

    0.33% of the 13F portfolio, value $586,674.

    13F-HR 0001951757-26-000333 filed by GOLDEN ROAD 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 1,881 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $687,468.

    13F-HR 0001951757-25-001325 filed by GOLDEN ROAD 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 1,881 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $638,731.

    13F-HR 0001951757-25-001016 filed by GOLDEN ROAD 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 1,881 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $576,978.

    13F-HR 0001951757-25-000381 filed by GOLDEN ROAD 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 1,881 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $605,983.

    13F-HR 0001951757-25-000143 filed by GOLDEN ROAD 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 1,881 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $591,368.

    13F-HR 0001951757-24-001133 filed by GOLDEN ROAD ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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