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RVW Wealth, LLC: IWB position timeline

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

RVW Wealth, LLC held 555 IWB 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 555 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $230,840.

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

  2. period ended2026-06-30
    13F 555 shares
    Change vs previous 13F +555 shares

    0.01% of the 13F portfolio, value $227,162.

    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 0 shares
    Change vs previous 13F -555 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 555 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $207,158.

    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 553 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $202,110.

    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).