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Disclosery

RVW Wealth, LLC: IBDR position timeline

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

RVW Wealth, LLC held 1,100,432 IBDR shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,100,432 shares
    Change vs previous 13F -64,659 shares

    1.71% of the 13F portfolio, value $26,674,482.

    13F-HR 0001756543-26-000005 filed by RVW Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,165,091 shares
    Change vs previous 13F +24,546 shares

    1.86% of the 13F portfolio, value $28,230,155.

    13F-HR 0001756543-26-000003 filed by RVW Wealth, 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 1,140,545 shares
    Change vs previous 13F -177,816 shares

    2.15% of the 13F portfolio, value $27,646,809.

    13F-HR 0001756543-26-000002 filed by RVW Wealth, 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 1,318,361 shares
    Change vs previous 13F +182,386 shares

    2.44% of the 13F portfolio, value $31,943,897.

    13F-HR 0001756543-26-000001 filed by RVW Wealth, 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 1,135,975 shares
    Change vs previous 13F +44,040 shares

    2.16% of the 13F portfolio, value $27,604,193.

    13F-HR 0001756543-25-000009 filed by RVW Wealth, 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 1,091,935 shares
    Change vs previous 13F +70,253 shares

    2.25% of the 13F portfolio, value $26,479,414.

    13F-HR 0001756543-25-000007 filed by RVW Wealth, 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 1,021,682 shares
    Change vs previous 13F +62,096 shares

    2.33% of the 13F portfolio, value $24,734,924.

    13F-HR 0001756543-25-000006 filed by RVW Wealth, 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 959,586 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $23,097,245.

    13F-HR 0001756543-25-000001 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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