Wealth Advisors of Iowa, LLC: CGMS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Advisors of Iowa, LLC on CGMS, newest first. How the timeline and the estimate are built.
Wealth Advisors of Iowa, LLC held 0 CGMS shares at 2025-09-30 per its 13F-HR filed 2025-11-14.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -16,918 shares
13F-HR 0001803005-25-000006 filed by Wealth Advisors of Iowa, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 16,918 sharesChange vs previous 13F -3,337 shares
0.17% of the 13F portfolio, value $467,270.
13F-HR 0001803005-25-000004 filed by Wealth Advisors of Iowa, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,255 sharesChange vs previous 13F +7,924 shares
0.24% of the 13F portfolio, value $552,965.
13F-HR 0001803005-25-000003 filed by Wealth Advisors of Iowa, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,331 sharesChange vs previous 13F +2,269 shares
0.17% of the 13F portfolio, value $336,400.
13F-HR 0001803005-25-000001 filed by Wealth Advisors of Iowa, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,062 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $280,125.
13F-HR 0001803005-24-000005 filed by Wealth Advisors of Iowa, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).