ADVISORTRUST PARTNERS, LLC: IYZ position timeline

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

ADVISORTRUST PARTNERS, LLC held 201,487 IYZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 201,487 shares
Change vs previous 13F -111,890 shares
2.92% of the 13F portfolio, value $8,524,915.
13F-HR 0001398344-26-013936 filed by ADVISORTRUST PARTNERS, LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 313,377 shares
Change vs previous 13F not available
5.12% of the 13F portfolio, value $12,321,984.
13F-HR 0001398344-26-008546 filed by ADVISORTRUST PARTNERS, LLC
Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).