Skip to content
Disclosery

REBALANCE, LLC: IWV position timeline

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

REBALANCE, LLC held 24,185 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,185 shares
    Change vs previous 13F -559 shares

    0.54% of the 13F portfolio, value $10,312,289.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 24,744 shares
    Change vs previous 13F +48 shares

    0.53% of the 13F portfolio, value $9,172,213.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 24,696 shares
    Change vs previous 13F +44 shares

    0.56% of the 13F portfolio, value $9,553,804.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 24,652 shares
    Change vs previous 13F +59 shares

    0.56% of the 13F portfolio, value $9,341,491.

    13F-HR 0001811052-25-000007 filed by REBALANCE, 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 24,593 shares
    Change vs previous 13F +5,757 shares

    0.59% of the 13F portfolio, value $8,632,143.

    13F-HR 0001811052-25-000006 filed by REBALANCE, 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 18,836 shares
    Change vs previous 13F +46 shares

    0.44% of the 13F portfolio, value $5,982,958.

    13F-HR 0001811052-25-000005 filed by REBALANCE, 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 18,790 shares
    Change vs previous 13F +54 shares

    0.47% of the 13F portfolio, value $6,280,425.

    13F-HR 0001811052-25-000002 filed by REBALANCE, 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 18,736 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,121,613.

    13F-HR 0001811052-24-000008 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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