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Disclosery

AGILIS PARTNERS LLC: IYR position timeline

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

AGILIS PARTNERS LLC held 15,878 IYR shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 15,878 shares
    Change vs previous 13F +1,457 shares

    0.44% of the 13F portfolio, value $1,477,607.

    13F-HR 0001633903-25-000001 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 14,421 shares
    Change vs previous 13F -1,539 shares

    0.41% of the 13F portfolio, value $1,469,067.

    13F-HR 0001633903-24-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 15,960 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,400,330.

    13F-HR 0001633903-24-000005 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 15,960 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,434,804.

    13F-HR 0001633903-24-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 15,960 shares
    Change vs previous 13F +306 shares

    0.38% of the 13F portfolio, value $1,458,904.

    13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 15,654 shares
    Change vs previous 13F +572 shares

    0.44% of the 13F portfolio, value $1,223,000.

    13F-HR 0001633903-23-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 15,082 shares
    Change vs previous 13F -320 shares

    0.51% of the 13F portfolio, value $1,305,000.

    13F-HR 0001633903-23-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 15,402 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,308,000.

    13F-HR 0001633903-23-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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