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Disclosery

RVW Wealth, LLC: IBDS position timeline

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

RVW Wealth, LLC held 1,248,705 IBDS 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 1,248,705 shares
    Change vs previous 13F -23,619 shares

    1.93% of the 13F portfolio, value $30,118,763.

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

  2. period ended2026-06-30
    13F 1,272,324 shares
    Change vs previous 13F +54,404 shares

    2.03% of the 13F portfolio, value $30,815,692.

    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 1,217,920 shares
    Change vs previous 13F +47,339 shares

    2.3% of the 13F portfolio, value $29,522,379.

    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 1,170,581 shares
    Change vs previous 13F +133,386 shares

    2.17% of the 13F portfolio, value $28,421,718.

    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 1,037,195 shares
    Change vs previous 13F +14,255 shares

    1.97% of the 13F portfolio, value $25,245,332.

    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 1,022,940 shares
    Change vs previous 13F +55,018 shares

    2.11% of the 13F portfolio, value $24,826,765.

    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 967,922 shares
    Change vs previous 13F +11,878 shares

    2.2% of the 13F portfolio, value $23,404,344.

    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 956,044 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $22,906,814.

    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).