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Wealth Advisors of Iowa, LLC: SPDW position timeline

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

Wealth Advisors of Iowa, LLC held 696,738 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 696,738 shares
    Change vs previous 13F +48,417 shares

    9.51% of the 13F portfolio, value $35,108,666.

    13F-HR 0001803005-26-000003 filed by Wealth Advisors of Iowa, 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 648,321 shares
    Change vs previous 13F +48,971 shares

    9.16% of the 13F portfolio, value $29,595,852.

    13F-HR 0001803005-26-000002 filed by Wealth Advisors of Iowa, 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 599,350 shares
    Change vs previous 13F +498,079 shares

    8.74% of the 13F portfolio, value $26,617,136.

    13F-HR 0001803005-26-000001 filed by Wealth Advisors of Iowa, 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 101,271 shares
    Change vs previous 13F +22,803 shares

    1.48% of the 13F portfolio, value $4,333,405.

    13F-HR 0001803005-25-000006 filed by Wealth Advisors of Iowa, 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 78,468 shares
    Change vs previous 13F +6,907 shares

    1.19% of the 13F portfolio, value $3,177,196.

    13F-HR 0001803005-25-000004 filed by Wealth Advisors of Iowa, 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 71,561 shares
    Change vs previous 13F -279,320 shares

    1.12% of the 13F portfolio, value $2,605,532.

    13F-HR 0001803005-25-000003 filed by Wealth Advisors of Iowa, 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 350,881 shares
    Change vs previous 13F +11,955 shares

    6.04% of the 13F portfolio, value $11,975,560.

    13F-HR 0001803005-25-000001 filed by Wealth Advisors of Iowa, 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 338,926 shares
    Change vs previous 13F not available

    6.48% of the 13F portfolio, value $12,730,060.

    13F-HR 0001803005-24-000005 filed by Wealth Advisors of Iowa, LLC
    Filed (acceptance time not in the bulk data set), ingested

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