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Disclosery

Mueller Wealth, LLC: IWY position timeline

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

Mueller Wealth, LLC held 2,409 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,409 shares
    Change vs previous 13F -586 shares

    0.48% of the 13F portfolio, value $700,127.

    13F-HR 0002110608-26-000003 filed by Mueller Wealth, 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 2,995 shares
    Change vs previous 13F -26,483 shares

    0.59% of the 13F portfolio, value $745,161.

    13F-HR 0002110608-26-000002 filed by Mueller Wealth, 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 29,478 shares
    Change vs previous 13F not available

    6.76% of the 13F portfolio, value $8,163,731.

    13F-HR 0002110608-26-000001 filed by Mueller Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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