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Ballew Advisors, Inc: IYY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballew Advisors, Inc on IYY, newest first. How the timeline and the estimate are built.

Ballew Advisors, Inc held 3,290 IYY shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,290 shares
    Change vs previous 13F -100 shares

    0.31% of the 13F portfolio, value $615,625.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,390 shares
    Change vs previous 13F -40 shares

    0.32% of the 13F portfolio, value $616,268.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,430 shares
    Change vs previous 13F -610 shares

    0.32% of the 13F portfolio, value $567,562.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,040 shares
    Change vs previous 13F -80 shares

    0.38% of the 13F portfolio, value $682,639.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,120 shares
    Change vs previous 13F -260 shares

    0.37% of the 13F portfolio, value $666,163.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,380 shares
    Change vs previous 13F -360 shares

    0.4% of the 13F portfolio, value $668,782.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,740 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $615,631.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,740 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $673,412.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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