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Astoria Portfolio Advisors LLC.: IYW position timeline

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

Astoria Portfolio Advisors LLC. held 3,455 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,455 shares
    Change vs previous 13F +3,455 shares

    0.15% of the 13F portfolio, value $871,457.

    13F-HR 0001931642-26-000005 filed by Astoria Portfolio Advisors 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 0 shares
    Change vs previous 13F -3,957 shares

    13F-HR 0001931642-26-000004 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 3,957 shares
    Change vs previous 13F +488 shares

    0.17% of the 13F portfolio, value $751,039.

    13F-HR 0001931642-26-000001 filed by Astoria Portfolio Advisors 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 3,469 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $696,730.

    13F-HR 0001931642-25-000008 filed by Astoria Portfolio Advisors LLC.
    Filed (acceptance time not in the bulk data set), ingested

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