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Wealth Advisors of Iowa, LLC: USMC position timeline

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

Wealth Advisors of Iowa, LLC held 56,564 USMC 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 56,564 shares
    Change vs previous 13F -5,095 shares

    1.14% of the 13F portfolio, value $4,192,885.

    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 61,659 shares
    Change vs previous 13F -143,403 shares

    1.23% of the 13F portfolio, value $3,965,425.

    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 205,062 shares
    Change vs previous 13F -2,600 shares

    4.61% of the 13F portfolio, value $14,036,509.

    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 207,662 shares
    Change vs previous 13F +144,585 shares

    4.82% of the 13F portfolio, value $14,156,942.

    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 63,077 shares
    Change vs previous 13F +29,098 shares

    1.47% of the 13F portfolio, value $3,946,097.

    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 33,979 shares
    Change vs previous 13F -7,522 shares

    0.83% of the 13F portfolio, value $1,929,328.

    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 41,501 shares
    Change vs previous 13F +19,417 shares

    1.26% of the 13F portfolio, value $2,491,320.

    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 22,084 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,258,567.

    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).