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Disclosery

VANCE WEALTH, LLC: IWO position timeline

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

VANCE WEALTH, LLC held 14,120 IWO 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 14,120 shares
    Change vs previous 13F +162 shares

    1.25% of the 13F portfolio, value $5,562,666.

    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 13,958 shares
    Change vs previous 13F +1,126 shares

    1.27% of the 13F portfolio, value $4,380,194.

    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 12,832 shares
    Change vs previous 13F +956 shares

    1.23% of the 13F portfolio, value $4,145,023.

    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 11,876 shares
    Change vs previous 13F +716 shares

    1.17% of the 13F portfolio, value $3,800,952.

    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 11,160 shares
    Change vs previous 13F +672 shares

    1.08% of the 13F portfolio, value $3,190,199.

    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 10,488 shares
    Change vs previous 13F +1,028 shares

    1.01% of the 13F portfolio, value $2,679,978.

    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 9,460 shares
    Change vs previous 13F -328 shares

    1.05% of the 13F portfolio, value $2,722,770.

    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 9,788 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,779,792.

    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).