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Disclosery

Allie Family Office LLC: IYR position timeline

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

Allie Family Office LLC held 50,463 IYR 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 50,463 shares
    Change vs previous 13F +590 shares

    1.91% of the 13F portfolio, value $5,156,965.

    13F-HR/A 0001908612-26-000005 filed by Allie Family Office LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 49,873 shares
    Change vs previous 13F -626 shares

    2.06% of the 13F portfolio, value $4,715,757.

    13F-HR/A 0001908612-26-000004 filed by Allie Family Office LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 50,499 shares
    Change vs previous 13F +131 shares

    2.21% of the 13F portfolio, value $4,737,787.

    13F-HR 0001908612-26-000001 filed by Allie Family Office 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 50,368 shares
    Change vs previous 13F +12,513 shares

    2.32% of the 13F portfolio, value $4,884,595.

    13F-HR 0001908612-25-000009 filed by Allie Family Office 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 37,855 shares
    Change vs previous 13F +1,866 shares

    1.78% of the 13F portfolio, value $3,583,435.

    13F-HR 0001908612-25-000006 filed by Allie Family Office 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 35,989 shares
    Change vs previous 13F +4,133 shares

    1.88% of the 13F portfolio, value $3,446,565.

    13F-HR 0001908612-25-000005 filed by Allie Family Office 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 31,856 shares
    Change vs previous 13F +1,984 shares

    1.65% of the 13F portfolio, value $2,964,126.

    13F-HR 0001908612-25-000004 filed by Allie Family Office 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/A 29,872 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $3,043,350.

    13F-HR/A 0001908612-25-000003 filed by Allie Family Office LLC
    Filed (acceptance time not in the bulk data set), ingested

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