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Disclosery

RVW Wealth, LLC: IUS position timeline

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

RVW Wealth, LLC held 14,134 IUS 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 14,134 shares
    Change vs previous 13F +110 shares

    0.06% of the 13F portfolio, value $958,470.

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

  2. period ended2026-06-30
    13F 14,024 shares
    Change vs previous 13F +527 shares

    0.06% of the 13F portfolio, value $919,694.

    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 13,497 shares
    Change vs previous 13F -759 shares

    0.06% of the 13F portfolio, value $781,664.

    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 14,256 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $814,879.

    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 14,356 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $792,595.

    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 14,367 shares
    Change vs previous 13F -35 shares

    0.06% of the 13F portfolio, value $739,901.

    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 14,402 shares
    Change vs previous 13F -7,109 shares

    0.07% of the 13F portfolio, value $710,883.

    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 21,511 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,068,465.

    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).