Skip to content
Disclosery

Aurora Private Wealth, Inc.: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aurora Private Wealth, Inc. on IYW, newest first. How the timeline and the estimate are built.

Aurora Private Wealth, Inc. held 6,764 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 6,764 shares
    Change vs previous 13F +3 shares

    1.08% of the 13F portfolio, value $1,706,000.

    13F-HR 0001802132-26-000003 filed by Aurora Private Wealth, Inc.
    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 6,761 shares
    Change vs previous 13F -7 shares

    0.95% of the 13F portfolio, value $1,336,000.

    13F-HR 0001802132-26-000002 filed by Aurora Private Wealth, Inc.
    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 6,768 shares
    Change vs previous 13F +1,865 shares

    0.89% of the 13F portfolio, value $1,351,000.

    13F-HR 0001802132-26-000001 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 4,903 shares
    Change vs previous 13F +1 shares

    0.63% of the 13F portfolio, value $850,000.

    13F-HR 0001802132-25-000004 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F/A 4,902 shares
    Change vs previous 13F -5,036 shares

    0.55% of the 13F portfolio, value $688,000.

    13F-HR/A 0001802132-25-000003 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,938 shares
    Change vs previous 13F +97 shares

    1.19% of the 13F portfolio, value $1,585,000.

    13F-HR 0001802132-25-000001 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 9,841 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,492,000.

    13F-HR 0001802132-24-000004 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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