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TWIN PEAKS WEALTH ADVISORS, LLC: IWB position timeline

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

TWIN PEAKS WEALTH ADVISORS, LLC held 585 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 585 shares
    Change vs previous 13F -265 shares

    0.05% of the 13F portfolio, value $239,558.

    13F-HR 0001986152-26-000134 filed by TWIN PEAKS WEALTH ADVISORS, LLC
    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 850 shares
    Change vs previous 13F +86 shares

    0.08% of the 13F portfolio, value $303,076.

    13F-HR 0001986152-26-000072 filed by TWIN PEAKS WEALTH ADVISORS, LLC
    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 764 shares
    Change vs previous 13F +111 shares

    0.08% of the 13F portfolio, value $290,595.

    13F-HR 0001986152-26-000018 filed by TWIN PEAKS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 653 shares
    Change vs previous 13F +5 shares

    0.08% of the 13F portfolio, value $238,658.

    13F-HR 0001986152-25-000092 filed by TWIN PEAKS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 648 shares
    Change vs previous 13F -62 shares

    0.07% of the 13F portfolio, value $228,679.

    13F-HR 0001986152-25-000062 filed by TWIN PEAKS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 710 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $209,038.

    13F-HR 0001986152-25-000027 filed by TWIN PEAKS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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