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American Institute for Advanced Investment Management, LLP: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of American Institute for Advanced Investment Management, LLP on IYW, newest first. How the timeline and the estimate are built.

American Institute for Advanced Investment Management, LLP held 6,929 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,929 shares
    Change vs previous 13F +149 shares

    1.01% of the 13F portfolio, value $1,747,703.

    13F-HR 0001214659-26-008788 filed by American Institute for Advanced Investment Management, LLP
    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 6,780 shares
    Change vs previous 13F -390 shares

    0.8% of the 13F portfolio, value $1,230,029.

    13F-HR 0001214659-26-005031 filed by American Institute for Advanced Investment Management, LLP
    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 7,170 shares
    Change vs previous 13F +437 shares

    0.92% of the 13F portfolio, value $1,431,705.

    13F-HR 0001214659-26-001152 filed by American Institute for Advanced Investment Management, LLP
    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 6,733 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $1,318,728.

    13F-HR 0001214659-25-015751 filed by American Institute for Advanced Investment Management, LLP
    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 6,733 shares
    Change vs previous 13F -235 shares

    0.83% of the 13F portfolio, value $1,166,626.

    13F-HR 0001214659-25-011476 filed by American Institute for Advanced Investment Management, LLP
    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 6,968 shares
    Change vs previous 13F +55 shares

    0.75% of the 13F portfolio, value $978,586.

    13F-HR 0001214659-25-006031 filed by American Institute for Advanced Investment Management, LLP
    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 6,913 shares
    Change vs previous 13F -255 shares

    0.82% of the 13F portfolio, value $1,102,762.

    13F-HR 0001214659-25-001207 filed by American Institute for Advanced Investment Management, LLP
    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 7,168 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,086,815.

    13F-HR 0001214659-24-017820 filed by American Institute for Advanced Investment Management, LLP
    Filed (acceptance time not in the bulk data set), ingested

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