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Disclosery

RVW Wealth, LLC: IYW position timeline

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

RVW Wealth, LLC held 104,891 IYW 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 104,891 shares
    Change vs previous 13F +15,114 shares

    1.78% of the 13F portfolio, value $27,785,599.

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

  2. period ended2026-06-30
    13F 89,777 shares
    Change vs previous 13F +1,011 shares

    1.49% of the 13F portfolio, value $22,644,343.

    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 88,766 shares
    Change vs previous 13F +3,691 shares

    1.25% of the 13F portfolio, value $16,103,934.

    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 85,075 shares
    Change vs previous 13F -2,608 shares

    1.3% of the 13F portfolio, value $16,987,847.

    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 87,683 shares
    Change vs previous 13F +1,405 shares

    1.34% of the 13F portfolio, value $17,173,601.

    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 86,278 shares
    Change vs previous 13F +10,253 shares

    1.27% of the 13F portfolio, value $14,949,338.

    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 76,025 shares
    Change vs previous 13F +72,612 shares

    1.01% of the 13F portfolio, value $10,676,969.

    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 3,413 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $544,442.

    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).