Skip to content
Disclosery

W ADVISORS, LLC: IYW position timeline

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

W ADVISORS, LLC held 14,834 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,834 shares
    Change vs previous 13F -7 shares

    1.7% of the 13F portfolio, value $3,741,670.

    13F-HR 0001172661-26-002980 filed by W ADVISORS, 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 14,841 shares
    Change vs previous 13F -96 shares

    1.38% of the 13F portfolio, value $2,692,519.

    13F-HR 0001172661-26-001570 filed by W ADVISORS, 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 14,937 shares
    Change vs previous 13F -89 shares

    1.5% of the 13F portfolio, value $2,982,691.

    13F-HR 0001172661-26-000770 filed by W ADVISORS, 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 15,026 shares
    Change vs previous 13F -1,930 shares

    1.55% of the 13F portfolio, value $2,943,062.

    13F-HR 0001172661-25-004935 filed by W ADVISORS, 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 16,956 shares
    Change vs previous 13F +92 shares

    1.69% of the 13F portfolio, value $2,938,028.

    13F-HR 0001172661-25-002933 filed by W ADVISORS, 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 16,864 shares
    Change vs previous 13F +884 shares

    1.48% of the 13F portfolio, value $2,368,430.

    13F-HR 0001172661-25-001769 filed by W ADVISORS, 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 15,980 shares
    Change vs previous 13F +296 shares

    1.58% of the 13F portfolio, value $2,549,186.

    13F-HR 0001172661-25-000311 filed by W ADVISORS, 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 15,684 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $2,378,062.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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