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Disclosery

MOTIVE WEALTH ADVISORS: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOTIVE WEALTH ADVISORS on IWV, newest first. How the timeline and the estimate are built.

MOTIVE WEALTH ADVISORS held 4,508 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,508 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,922,211.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 4,508 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,671,025.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 4,508 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,743,920.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 4,508 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,708,262.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 4,508 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,582,308.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 4,508 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $1,431,921.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 4,508 shares
    Change vs previous 13F -36 shares

    0.81% of the 13F portfolio, value $1,506,799.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 4,544 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,402,596.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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