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Intelligence Driven Advisers, LLC: IWY position timeline

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

Intelligence Driven Advisers, LLC held 200,044 IWY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 200,044 shares
    Change vs previous 13F -5,807 shares

    10.18% of the 13F portfolio, value $58,994,940.

    13F-HR 0001172661-26-004465 filed by Intelligence Driven Advisers, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 205,851 shares
    Change vs previous 13F +77 shares

    9.71% of the 13F portfolio, value $59,824,267.

    13F-HR 0001172661-26-003125 filed by Intelligence Driven 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 ended2026-03-31
    13F 205,774 shares
    Change vs previous 13F -42,822 shares

    8.93% of the 13F portfolio, value $51,204,868.

    13F-HR 0001172661-26-002403 filed by Intelligence Driven 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 ended2025-12-31
    13F 248,596 shares
    Change vs previous 13F -18,699 shares

    9.84% of the 13F portfolio, value $68,846,157.

    13F-HR 0001172661-26-000287 filed by Intelligence Driven 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 ended2025-09-30
    13F 267,295 shares
    Change vs previous 13F -3,854 shares

    10.14% of the 13F portfolio, value $73,145,186.

    13F-HR 0001420506-25-003058 filed by Intelligence Driven 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 ended2025-06-30
    13F 271,149 shares
    Change vs previous 13F +45,520 shares

    10.08% of the 13F portfolio, value $66,840,822.

    13F-HR 0001941040-25-000338 filed by Intelligence Driven 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 ended2025-03-31
    13F 225,629 shares
    Change vs previous 13F -2,107 shares

    9.17% of the 13F portfolio, value $47,594,102.

    13F-HR 0001941040-25-000234 filed by Intelligence Driven 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 ended2024-12-31
    13F 227,736 shares
    Change vs previous 13F not available

    10.08% of the 13F portfolio, value $53,579,362.

    13F-HR 0001941040-25-000041 filed by Intelligence Driven Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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