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Disclosery

VANCE WEALTH, LLC: IWP position timeline

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

VANCE WEALTH, LLC held 47,896 IWP 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 47,896 shares
    Change vs previous 13F +442 shares

    1.58% of the 13F portfolio, value $7,012,515.

    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 47,454 shares
    Change vs previous 13F +1,324 shares

    1.76% of the 13F portfolio, value $6,079,748.

    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 46,130 shares
    Change vs previous 13F +19 shares

    1.88% of the 13F portfolio, value $6,316,979.

    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 46,111 shares
    Change vs previous 13F -1,770 shares

    2.02% of the 13F portfolio, value $6,566,597.

    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 47,881 shares
    Change vs previous 13F -8,059 shares

    2.24% of the 13F portfolio, value $6,640,069.

    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 55,940 shares
    Change vs previous 13F +2,134 shares

    2.47% of the 13F portfolio, value $6,572,333.

    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 53,806 shares
    Change vs previous 13F -2,684 shares

    2.63% of the 13F portfolio, value $6,819,949.

    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 56,490 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $6,625,712.

    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).