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Warren Street Wealth Advisors, LLC: IVAL position timeline

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

Warren Street Wealth Advisors, LLC held 47,237 IVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,237 shares
    Change vs previous 13F +1,727 shares

    0.36% of the 13F portfolio, value $1,609,350.

    13F-HR 0002085853-26-000803 filed by Warren Street Wealth 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 45,510 shares
    Change vs previous 13F +2,011 shares

    0.4% of the 13F portfolio, value $1,545,526.

    13F-HR 0002085853-26-000398 filed by Warren Street Wealth 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 43,499 shares
    Change vs previous 13F -11,793 shares

    0.39% of the 13F portfolio, value $1,368,398.

    13F-HR 0002085853-26-000146 filed by Warren Street Wealth 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 55,292 shares
    Change vs previous 13F +9,269 shares

    0.5% of the 13F portfolio, value $1,668,055.

    13F-HR 0002085853-25-000113 filed by Warren Street Wealth 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 46,023 shares
    Change vs previous 13F +2,557 shares

    0.43% of the 13F portfolio, value $1,283,113.

    13F-HR 0001667731-25-000879 filed by Warren Street Wealth 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 43,466 shares
    Change vs previous 13F +3,916 shares

    0.43% of the 13F portfolio, value $1,110,126.

    13F-HR 0001667731-25-000406 filed by Warren Street Wealth 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 39,550 shares
    Change vs previous 13F -4,972 shares

    0.39% of the 13F portfolio, value $949,994.

    13F-HR 0001667731-25-000165 filed by Warren Street Wealth 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 44,522 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,148,116.

    13F-HR 0001703496-24-000005 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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