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RIVERSEDGE ADVISORS, LLC: IWO position timeline

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

RIVERSEDGE ADVISORS, LLC held 3,544 IWO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,544 shares
    Change vs previous 13F -14 shares

    0.16% of the 13F portfolio, value $1,264,833.

    13F-HR 0002085853-26-001127 filed by RIVERSEDGE ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,558 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $1,401,730.

    13F-HR 0002085853-26-000751 filed by RIVERSEDGE 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 ended2026-03-31
    13F 3,557 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,116,259.

    13F-HR 0002085853-26-000385 filed by RIVERSEDGE 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 ended2025-12-31
    13F 3,557 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $1,148,906.

    13F-HR 0002085853-26-000017 filed by RIVERSEDGE 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 ended2025-09-30
    13F 3,555 shares
    Change vs previous 13F -62 shares

    0.19% of the 13F portfolio, value $1,137,778.

    13F-HR 0002085853-25-000043 filed by RIVERSEDGE 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 ended2025-06-30
    13F 3,617 shares
    Change vs previous 13F +108 shares

    0.2% of the 13F portfolio, value $1,034,064.

    13F-HR 0001667731-25-000754 filed by RIVERSEDGE 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 ended2025-03-31
    13F 3,509 shares
    Change vs previous 13F +109 shares

    0.2% of the 13F portfolio, value $896,759.

    13F-HR 0001667731-25-000562 filed by RIVERSEDGE 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 ended2024-12-31
    13F 3,400 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $978,720.

    13F-HR 0001667731-25-000034 filed by RIVERSEDGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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