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Disclosery

RVW Wealth, LLC: IBDT position timeline

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

RVW Wealth, LLC held 1,195,531 IBDT 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 1,195,531 shares
    Change vs previous 13F -11,149 shares

    1.92% of the 13F portfolio, value $29,840,464.

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

  2. period ended2026-06-30
    13F 1,206,680 shares
    Change vs previous 13F +47,454 shares

    2.01% of the 13F portfolio, value $30,468,671.

    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 1,159,226 shares
    Change vs previous 13F +70,569 shares

    2.29% of the 13F portfolio, value $29,363,194.

    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 1,088,657 shares
    Change vs previous 13F +108,285 shares

    2.12% of the 13F portfolio, value $27,711,759.

    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 980,372 shares
    Change vs previous 13F +13,791 shares

    1.95% of the 13F portfolio, value $25,019,102.

    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 966,581 shares
    Change vs previous 13F +77,283 shares

    2.09% of the 13F portfolio, value $24,570,500.

    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 889,298 shares
    Change vs previous 13F +19,802 shares

    2.11% of the 13F portfolio, value $22,463,671.

    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 869,496 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $21,650,459.

    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).