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Disclosery

5T Wealth, LLC: IYW position timeline

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

5T Wealth, LLC held 1,496 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,496 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $377,388.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 1,496 shares
    Change vs previous 13F -639 shares

    0.11% of the 13F portfolio, value $271,442.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 2,135 shares
    Change vs previous 13F -88 shares

    0.17% of the 13F portfolio, value $426,361.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 2,223 shares
    Change vs previous 13F -4,245 shares

    0.19% of the 13F portfolio, value $435,440.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, 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 6,468 shares
    Change vs previous 13F +2,405 shares

    0.57% of the 13F portfolio, value $1,120,804.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, 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 4,063 shares
    Change vs previous 13F -188 shares

    0.32% of the 13F portfolio, value $570,700.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, 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 4,251 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $678,448.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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