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Disclosery

Advus Financial Partners, LLC: IYW position timeline

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

Advus Financial Partners, LLC held 8,192 IYW shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 8,192 shares
    Change vs previous 13F -3,216 shares

    0.59% of the 13F portfolio, value $2,066,154.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 11,408 shares
    Change vs previous 13F -196 shares

    0.78% of the 13F portfolio, value $2,069,557.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 11,604 shares
    Change vs previous 13F -1,592 shares

    0.83% of the 13F portfolio, value $2,316,996.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 13,196 shares
    Change vs previous 13F -708 shares

    0.96% of the 13F portfolio, value $2,584,578.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 13,904 shares
    Change vs previous 13F +357 shares

    0.95% of the 13F portfolio, value $2,409,154.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 13,547 shares
    Change vs previous 13F -49 shares

    0.82% of the 13F portfolio, value $1,902,547.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 13,596 shares
    Change vs previous 13F -420 shares

    0.93% of the 13F portfolio, value $2,168,842.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 14,016 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,125,113.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested