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Prime Capital Investment Advisors, LLC: IWV position timeline

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

Prime Capital Investment Advisors, LLC held 12,344 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,344 shares
    Change vs previous 13F +7 shares

    0.05% of the 13F portfolio, value $5,263,439.

    13F-HR 0001214659-26-009642 filed by Prime Capital Investment 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 12,337 shares
    Change vs previous 13F +38 shares

    0.05% of the 13F portfolio, value $4,573,173.

    13F-HR 0001214659-26-005807 filed by Prime Capital Investment 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 12,299 shares
    Change vs previous 13F +82 shares

    0.06% of the 13F portfolio, value $4,757,880.

    13F-HR 0001214659-26-000718 filed by Prime Capital Investment 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 12,217 shares
    Change vs previous 13F -184 shares

    0.06% of the 13F portfolio, value $4,629,658.

    13F-HR 0001214659-25-015961 filed by Prime Capital Investment 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 12,401 shares
    Change vs previous 13F +848 shares

    0.06% of the 13F portfolio, value $4,352,775.

    13F-HR 0001214659-25-010773 filed by Prime Capital Investment 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 11,553 shares
    Change vs previous 13F -24 shares

    0.04% of the 13F portfolio, value $3,669,663.

    13F-HR 0001214659-25-007438 filed by Prime Capital Investment 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 11,577 shares
    Change vs previous 13F +903 shares

    0.06% of the 13F portfolio, value $3,869,623.

    13F-HR 0001214659-25-002445 filed by Prime Capital Investment 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 10,674 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,487,367.

    13F-HR 0001214659-24-018432 filed by Prime Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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