Skip to content
Disclosery

Wealthstar Advisors, LLC: IWM position timeline

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

Wealthstar Advisors, LLC held 1,769 IWM 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 1,769 shares
    Change vs previous 13F +44 shares

    0.26% of the 13F portfolio, value $531,490.

    13F-HR 0002085853-26-000912 filed by Wealthstar 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 1,725 shares
    Change vs previous 13F +11 shares

    0.25% of the 13F portfolio, value $427,901.

    13F-HR 0002085853-26-000514 filed by Wealthstar 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 1,714 shares
    Change vs previous 13F -32 shares

    0.23% of the 13F portfolio, value $421,912.

    13F-HR 0002085853-26-000148 filed by Wealthstar 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 1,746 shares
    Change vs previous 13F +65 shares

    0.17% of the 13F portfolio, value $422,502.

    13F-HR 0002085853-25-000254 filed by Wealthstar 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 1,681 shares
    Change vs previous 13F -84 shares

    0.14% of the 13F portfolio, value $362,850.

    13F-HR 0001667731-25-000936 filed by Wealthstar 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 1,765 shares
    Change vs previous 13F -6 shares

    0.16% of the 13F portfolio, value $352,137.

    13F-HR 0001667731-25-000522 filed by Wealthstar 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 1,771 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $391,424.

    13F-HR 0001667731-25-000148 filed by Wealthstar Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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