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AUA CAPITAL MANAGEMENT, LLC: IYH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AUA CAPITAL MANAGEMENT, LLC on IYH, newest first. How the timeline and the estimate are built.

AUA CAPITAL MANAGEMENT, LLC held 29,093 IYH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,093 shares
    Change vs previous 13F -114 shares

    0.9% of the 13F portfolio, value $1,949,522.

    13F-HR 0001706915-26-000003 filed by AUA CAPITAL 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 29,207 shares
    Change vs previous 13F -372 shares

    0.92% of the 13F portfolio, value $1,800,319.

    13F-HR 0001706915-26-000002 filed by AUA CAPITAL 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 29,579 shares
    Change vs previous 13F -380 shares

    0.97% of the 13F portfolio, value $1,925,593.

    13F-HR 0001706915-26-000001 filed by AUA CAPITAL MANAGEMENT, 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 29,959 shares
    Change vs previous 13F +174 shares

    0.99% of the 13F portfolio, value $1,759,192.

    13F-HR 0001706915-25-000003 filed by AUA CAPITAL MANAGEMENT, 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 29,785 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $1,682,257.

    13F-HR 0001085146-25-003715 filed by AUA CAPITAL MANAGEMENT, 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 29,785 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $1,813,609.

    13F-HR 0001085146-25-001949 filed by AUA CAPITAL MANAGEMENT, 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 29,785 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $1,735,572.

    13F-HR 0001085146-25-000500 filed by AUA CAPITAL MANAGEMENT, 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 29,785 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,936,025.

    13F-HR 0001085146-24-004935 filed by AUA CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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