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Moss Adams Wealth Advisors LLC: IWV position timeline

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

Moss Adams Wealth Advisors LLC held 41,783 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,783 shares
    Change vs previous 13F -148 shares

    1.11% of the 13F portfolio, value $17,816,428.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth 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 41,931 shares
    Change vs previous 13F -7,055 shares

    1.14% of the 13F portfolio, value $15,543,152.

    13F-HR 0001661245-26-000002 filed by Moss Adams Wealth 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 48,986 shares
    Change vs previous 13F -484 shares

    1.37% of the 13F portfolio, value $18,950,095.

    13F-HR 0001661245-26-000001 filed by Moss Adams Wealth 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 49,470 shares
    Change vs previous 13F -1,755 shares

    1.46% of the 13F portfolio, value $18,745,980.

    13F-HR 0001661245-25-000006 filed by Moss Adams Wealth 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 51,225 shares
    Change vs previous 13F +10,787 shares

    1.63% of the 13F portfolio, value $17,979,808.

    13F-HR 0001661245-25-000004 filed by Moss Adams Wealth 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 40,438 shares
    Change vs previous 13F +2,111 shares

    1.35% of the 13F portfolio, value $12,844,879.

    13F-HR 0001661245-25-000003 filed by Moss Adams Wealth 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 38,327 shares
    Change vs previous 13F -916 shares

    1.35% of the 13F portfolio, value $12,810,957.

    13F-HR 0001661245-25-000001 filed by Moss Adams Wealth 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 39,243 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $12,821,961.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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