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Savvy Advisors, Inc.: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Savvy Advisors, Inc. on IWY, newest first. How the timeline and the estimate are built.

Savvy Advisors, Inc. held 5,816 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,816 shares
    Change vs previous 13F -13 shares

    0.04% of the 13F portfolio, value $1,690,162.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,829 shares
    Change vs previous 13F -1,543 shares

    0.04% of the 13F portfolio, value $1,450,456.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,372 shares
    Change vs previous 13F -41 shares

    0.07% of the 13F portfolio, value $2,041,527.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,413 shares
    Change vs previous 13F -143 shares

    0.09% of the 13F portfolio, value $2,028,434.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,556 shares
    Change vs previous 13F -90 shares

    0.12% of the 13F portfolio, value $1,862,697.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,646 shares
    Change vs previous 13F -214 shares

    0.16% of the 13F portfolio, value $1,612,900.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,860 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,849,261.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).