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Disclosery

RIA Advisory Group LLC: IWV position timeline

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

RIA Advisory Group LLC held 697 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 697 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $297,084.

    13F-HR 0002085853-26-000817 filed by RIA Advisory Group 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 696 shares
    Change vs previous 13F -27 shares

    0.06% of the 13F portfolio, value $258,073.

    13F-HR 0002085853-26-000473 filed by RIA Advisory Group 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 723 shares
    Change vs previous 13F -11 shares

    0.07% of the 13F portfolio, value $279,600.

    13F-HR 0002085853-26-000163 filed by RIA Advisory Group 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 734 shares
    Change vs previous 13F -16 shares

    0.07% of the 13F portfolio, value $278,192.

    13F-HR 0002085853-25-000287 filed by RIA Advisory Group 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 750 shares
    Change vs previous 13F -8 shares

    0.08% of the 13F portfolio, value $263,461.

    13F-HR 0001667731-25-001112 filed by RIA Advisory Group 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 758 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $240,785.

    13F-HR 0001667731-25-000613 filed by RIA Advisory Group 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 750 shares
    Change vs previous 13F -98 shares

    0.09% of the 13F portfolio, value $250,508.

    13F-HR 0001667731-25-000274 filed by RIA Advisory Group 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 848 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $277,169.

    13F-HR 0001958384-24-000004 filed by RIA Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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