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Barry Investment Advisors, LLC: IEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Barry Investment Advisors, LLC on IEV, newest first. How the timeline and the estimate are built.

Barry Investment Advisors, LLC held 55,203 IEV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,203 shares
    Change vs previous 13F -4,189 shares

    0.75% of the 13F portfolio, value $3,926,566.

    13F-HR 0002085853-26-001166 filed by Barry Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 59,392 shares
    Change vs previous 13F -2,792 shares

    0.91% of the 13F portfolio, value $4,326,739.

    13F-HR 0002085853-26-000677 filed by Barry Investment Advisors, LLC
    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 62,184 shares
    Change vs previous 13F -14 shares

    0.93% of the 13F portfolio, value $4,224,751.

    13F-HR 0002085853-26-000467 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 62,198 shares
    Change vs previous 13F -16,421 shares

    0.95% of the 13F portfolio, value $4,266,753.

    13F-HR 0002085853-26-000228 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 78,619 shares
    Change vs previous 13F -5,570 shares

    1.18% of the 13F portfolio, value $5,147,978.

    13F-HR 0001631639-25-000004 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 84,189 shares
    Change vs previous 13F +5,455 shares

    1.33% of the 13F portfolio, value $5,324,944.

    13F-HR 0001221073-25-000059 filed by Barry Investment Advisors, LLC
    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 78,734 shares
    Change vs previous 13F -523 shares

    1.22% of the 13F portfolio, value $4,582,322.

    13F-HR 0001221073-25-000045 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 79,257 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $4,126,122.

    13F-HR 0001221073-25-000009 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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