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Disclosery

Austin Private Wealth, LLC: IYW position timeline

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

Austin Private Wealth, LLC held 8,331 IYW shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 8,331 shares
    Change vs previous 13F -1,232 shares

    0.12% of the 13F portfolio, value $1,663,493.

    13F-HR 0001172661-26-000230 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 9,563 shares
    Change vs previous 13F -105,996 shares

    0.14% of the 13F portfolio, value $1,872,970.

    13F-HR 0001172661-25-004325 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 115,559 shares
    Change vs previous 13F -20,712 shares

    1.59% of the 13F portfolio, value $20,022,920.

    13F-HR 0001172661-25-002847 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 136,271 shares
    Change vs previous 13F +11,547 shares

    1.72% of the 13F portfolio, value $19,137,906.

    13F-HR 0001172661-25-001646 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 124,724 shares
    Change vs previous 13F +426 shares

    1.87% of the 13F portfolio, value $19,895,935.

    13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 124,298 shares
    Change vs previous 13F -9,282 shares

    1.85% of the 13F portfolio, value $18,846,020.

    13F-HR 0001172661-24-004415 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F/A 133,580 shares
    Change vs previous 13F +12,121 shares

    2.16% of the 13F portfolio, value $20,103,821.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 121,459 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $16,369,052.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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