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Disclosery

BBR PARTNERS, LLC: IYW position timeline

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

BBR PARTNERS, LLC held 43,189 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,189 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $10,893,561.

    13F-HR 0001352467-26-000004 filed by BBR 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 43,189 shares
    Change vs previous 13F +2,016 shares

    0.44% of the 13F portfolio, value $7,835,348.

    13F-HR 0001352467-26-000003 filed by BBR 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 41,173 shares
    Change vs previous 13F +10,433 shares

    0.44% of the 13F portfolio, value $8,221,425.

    13F-HR 0001352467-26-000001 filed by BBR 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 30,740 shares
    Change vs previous 13F +11,758 shares

    0.35% of the 13F portfolio, value $6,020,736.

    13F-HR 0001352467-25-000009 filed by BBR 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 18,982 shares
    Change vs previous 13F +8,756 shares

    0.2% of the 13F portfolio, value $3,289,011.

    13F-HR 0001352467-25-000008 filed by BBR 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 10,226 shares
    Change vs previous 13F +5,178 shares

    0.1% of the 13F portfolio, value $1,436,139.

    13F-HR 0001352467-25-000004 filed by BBR 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 5,048 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $805,257.

    13F-HR 0001352467-25-000001 filed by BBR PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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