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Disclosery

Vantus Wealth LLC: IWY position timeline

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

Vantus Wealth LLC held 12,074 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,074 shares
    Change vs previous 13F +1,814 shares

    1.88% of the 13F portfolio, value $3,508,946.

    13F-HR 0001986152-26-000109 filed by Vantus 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 ended2025-12-31
    13F 10,260 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $2,841,404.

    13F-HR 0001765380-26-000092 filed by Vantus Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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