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Disclosery

Asset One Wealth Management LLC: IYF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset One Wealth Management LLC on IYF, newest first. How the timeline and the estimate are built.

Asset One Wealth Management LLC held 5,677 IYF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,677 shares
    Change vs previous 13F -267 shares

    0.08% of the 13F portfolio, value $763,557.

    13F-HR 0002110759-26-000003 filed by Asset One Wealth Management 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 5,944 shares
    Change vs previous 13F -723 shares

    0.08% of the 13F portfolio, value $744,724.

    13F-HR 0002110759-26-000002 filed by Asset One Wealth Management 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 6,667 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $857,176.

    13F-HR 0002110759-26-000001 filed by Asset One Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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