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AdvisorShares Investments LLC: IYW position timeline

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

AdvisorShares Investments LLC held 26,393 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,393 shares
    Change vs previous 13F +17,261 shares

    0.8% of the 13F portfolio, value $6,657,106.

    13F-HR 0001829126-26-008605 filed by AdvisorShares Investments 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 9,132 shares
    Change vs previous 13F -22,785 shares

    0.3% of the 13F portfolio, value $1,656,727.

    13F-HR 0001829126-26-004035 filed by AdvisorShares Investments 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 31,917 shares
    Change vs previous 13F +3,456 shares

    1.06% of the 13F portfolio, value $6,373,187.

    13F-HR 0001829126-26-001174 filed by AdvisorShares Investments 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 28,461 shares
    Change vs previous 13F -707 shares

    0.91% of the 13F portfolio, value $5,574,371.

    13F-HR 0001829126-25-008866 filed by AdvisorShares Investments 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 29,168 shares
    Change vs previous 13F -4,571 shares

    0.91% of the 13F portfolio, value $5,053,939.

    13F-HR 0001829126-25-005743 filed by AdvisorShares Investments 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 33,739 shares
    Change vs previous 13F +1,743 shares

    0.94% of the 13F portfolio, value $4,786,215.

    13F-HR 0001829126-25-003609 filed by AdvisorShares Investments 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 31,996 shares
    Change vs previous 13F -1,262 shares

    0.98% of the 13F portfolio, value $5,104,002.

    13F-HR 0001829126-25-001002 filed by AdvisorShares Investments 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 33,258 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $5,042,578.

    13F-HR 0001829126-24-007503 filed by AdvisorShares Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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