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Disclosery

VANCE WEALTH, LLC: IWN position timeline

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

VANCE WEALTH, LLC held 12,667 IWN 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 12,667 shares
    Change vs previous 13F -166 shares

    0.63% of the 13F portfolio, value $2,801,942.

    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 12,833 shares
    Change vs previous 13F -400 shares

    0.7% of the 13F portfolio, value $2,433,010.

    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 13,233 shares
    Change vs previous 13F -499 shares

    0.71% of the 13F portfolio, value $2,397,952.

    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 13,732 shares
    Change vs previous 13F -396 shares

    0.75% of the 13F portfolio, value $2,427,956.

    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 14,128 shares
    Change vs previous 13F -5,769 shares

    0.75% of the 13F portfolio, value $2,228,834.

    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 19,897 shares
    Change vs previous 13F -2,275 shares

    1.13% of the 13F portfolio, value $3,004,049.

    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 22,172 shares
    Change vs previous 13F -283 shares

    1.41% of the 13F portfolio, value $3,640,008.

    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 22,455 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,745,943.

    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).