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Providence Financial Advisors, LLC: IWY position timeline

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

Providence Financial Advisors, LLC held 30,416 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,416 shares
    Change vs previous 13F +2,670 shares

    5.03% of the 13F portfolio, value $8,839,486.

    13F-HR 0002072264-26-000006 filed by Providence Financial 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 27,746 shares
    Change vs previous 13F +3,078 shares

    3.93% of the 13F portfolio, value $6,904,214.

    13F-HR 0002072264-26-000004 filed by Providence Financial 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 24,668 shares
    Change vs previous 13F -919 shares

    6.81% of the 13F portfolio, value $6,831,650.

    13F-HR 0002072264-26-000002 filed by Providence Financial 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 25,587 shares
    Change vs previous 13F not available

    6.68% of the 13F portfolio, value $7,001,945.

    13F-HR 0002072264-25-000004 filed by Providence Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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