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Disclosery

Aviance Capital Partners, LLC: IYW position timeline

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

Aviance Capital Partners, LLC held 8,886 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,886 shares
    Change vs previous 13F -331 shares

    0.23% of the 13F portfolio, value $2,241,316.

    13F-HR 0001542383-26-000005 filed by Aviance Capital Partners, 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 9,217 shares
    Change vs previous 13F -130 shares

    0.2% of the 13F portfolio, value $1,672,148.

    13F-HR 0001542383-26-000003 filed by Aviance Capital Partners, 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 9,347 shares
    Change vs previous 13F -120 shares

    0.22% of the 13F portfolio, value $1,866,409.

    13F-HR 0001542383-26-000001 filed by Aviance Capital Partners, 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 9,467 shares
    Change vs previous 13F -345 shares

    0.22% of the 13F portfolio, value $1,854,207.

    13F-HR 0001542383-25-000002 filed by Aviance Capital Partners, 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 9,812 shares
    Change vs previous 13F -169 shares

    0.22% of the 13F portfolio, value $1,700,125.

    13F-HR 0001085146-25-004506 filed by Aviance Capital Partners, 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 9,981 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,401,732.

    13F-HR 0001085146-25-002406 filed by Aviance Capital Partners, 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 9,981 shares
    Change vs previous 13F -163 shares

    0.22% of the 13F portfolio, value $1,592,169.

    13F-HR 0001085146-25-000867 filed by Aviance Capital Partners, 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 10,144 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,538,033.

    13F-HR 0001085146-24-005434 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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