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Disclosery

Axiom Advisory, LLC: IYW position timeline

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

Axiom Advisory, LLC held 129,025 IYW shares at 2024-09-30 per its 13F-HR filed 2024-10-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 129,025 shares
    Change vs previous 13F +2,103 shares

    0.18% of the 13F portfolio, value $18,970,028.

    13F-HR 0001085146-24-004671 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 126,922 shares
    Change vs previous 13F +124,908 shares

    0.19% of the 13F portfolio, value $17,540,809.

    13F-HR 0001085146-24-003745 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 2,014 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $272,077.

    13F-HR 0001085146-24-001794 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 2,013 shares
    Change vs previous 13F +3 shares

    0.2% of the 13F portfolio, value $247,135.

    13F-HR 0001085146-24-000547 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 2,010 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $210,942.

    13F-HR 0001085146-23-004414 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 2,010 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $218,883.

    13F-HR 0001085146-23-003172 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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