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Disclosery

VANCE WEALTH, LLC: IWF position timeline

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

VANCE WEALTH, LLC held 42,353 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,353 shares
    Change vs previous 13F +31,334 shares

    1.19% of the 13F portfolio, value $5,258,972.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 11,019 shares
    Change vs previous 13F +79 shares

    1.36% of the 13F portfolio, value $4,698,333.

    13F-HR 0001951757-26-000879 filed by VANCE 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 ended2025-12-31
    13F/A 10,940 shares
    Change vs previous 13F -368 shares

    1.54% of the 13F portfolio, value $5,177,715.

    13F-HR/A 0001951757-26-000476 filed by VANCE 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 ended2025-09-30
    13F 11,308 shares
    Change vs previous 13F -90 shares

    1.63% of the 13F portfolio, value $5,296,594.

    13F-HR 0001951757-25-001441 filed by VANCE 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 ended2025-06-30
    13F 11,398 shares
    Change vs previous 13F +5,009 shares

    1.63% of the 13F portfolio, value $4,839,194.

    13F-HR 0001951757-25-001086 filed by VANCE 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 ended2025-03-31
    13F 6,389 shares
    Change vs previous 13F -1,245 shares

    0.87% of the 13F portfolio, value $2,306,861.

    13F-HR 0001951757-25-000555 filed by VANCE 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 ended2024-12-31
    13F 7,634 shares
    Change vs previous 13F -197 shares

    1.18% of the 13F portfolio, value $3,065,662.

    13F-HR 0001951757-25-000262 filed by VANCE 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 ended2024-09-30
    13F 7,831 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,939,601.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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