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Disclosery

VANCE WEALTH, LLC: IWS position timeline

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

VANCE WEALTH, LLC held 21,955 IWS 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 21,955 shares
    Change vs previous 13F -1,410 shares

    0.81% of the 13F portfolio, value $3,613,865.

    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 23,365 shares
    Change vs previous 13F -606 shares

    0.98% of the 13F portfolio, value $3,405,149.

    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 23,971 shares
    Change vs previous 13F -1,749 shares

    1% of the 13F portfolio, value $3,381,045.

    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 25,720 shares
    Change vs previous 13F -2,251 shares

    1.1% of the 13F portfolio, value $3,592,278.

    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 27,971 shares
    Change vs previous 13F -11,034 shares

    1.25% of the 13F portfolio, value $3,696,075.

    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 39,005 shares
    Change vs previous 13F -5,309 shares

    1.85% of the 13F portfolio, value $4,913,511.

    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 44,314 shares
    Change vs previous 13F -863 shares

    2.21% of the 13F portfolio, value $5,731,608.

    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 45,177 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $5,974,658.

    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).