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RVW Wealth, LLC: IBDV position timeline

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

RVW Wealth, LLC held 1,224,215 IBDV 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 1,224,215 shares
    Change vs previous 13F -85,061 shares

    1.66% of the 13F portfolio, value $25,879,910.

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

  2. period ended2026-06-30
    13F 1,309,276 shares
    Change vs previous 13F +103,166 shares

    1.88% of the 13F portfolio, value $28,542,216.

    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 1,206,110 shares
    Change vs previous 13F +92,958 shares

    2.06% of the 13F portfolio, value $26,401,753.

    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 1,113,152 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $24,567,265.

    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).