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Disclosery

Advisory Alpha, LLC: IYW position timeline

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

Advisory Alpha, LLC held 8,609 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 8,609 shares
    Change vs previous 13F -401 shares

    0.05% of the 13F portfolio, value $2,171,675.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 9,010 shares
    Change vs previous 13F -395 shares

    0.04% of the 13F portfolio, value $1,634,751.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 9,405 shares
    Change vs previous 13F -1,557 shares

    0.05% of the 13F portfolio, value $1,878,154.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 10,962 shares
    Change vs previous 13F +1,556 shares

    0.06% of the 13F portfolio, value $2,176,011.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 9,406 shares
    Change vs previous 13F +1,064 shares

    0.05% of the 13F portfolio, value $1,629,783.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 8,342 shares
    Change vs previous 13F -163 shares

    0.04% of the 13F portfolio, value $1,171,555.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 8,505 shares
    Change vs previous 13F -24 shares

    0.05% of the 13F portfolio, value $1,356,722.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 8,529 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,293,171.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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