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Bellwether Advisors, LLC: IYK position timeline

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

Bellwether Advisors, LLC held 7,234 IYK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,234 shares
    Change vs previous 13F -227 shares

    0.08% of the 13F portfolio, value $525,622.

    13F-HR 0001819815-26-000003 filed by Bellwether Advisors, 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 7,461 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $522,494.

    13F-HR 0001819815-26-000002 filed by Bellwether 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 ended2025-12-31
    13F 7,461 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $499,290.

    13F-HR 0001819815-26-000001 filed by Bellwether 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 ended2025-09-30
    13F 7,461 shares
    Change vs previous 13F -84 shares

    0.08% of the 13F portfolio, value $510,258.

    13F-HR 0001819815-25-000006 filed by Bellwether 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 ended2025-06-30
    13F 7,545 shares
    Change vs previous 13F -564 shares

    0.09% of the 13F portfolio, value $531,772.

    13F-HR 0001819815-25-000003 filed by Bellwether 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 ended2025-03-31
    13F 8,109 shares
    Change vs previous 13F -200,883 shares

    0.12% of the 13F portfolio, value $580,361.

    13F-HR 0001946654-25-000004 filed by Bellwether 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 ended2024-12-31
    13F 208,992 shares
    Change vs previous 13F +28,389 shares

    2.45% of the 13F portfolio, value $13,707,765.

    13F-HR 0001819815-25-000001 filed by Bellwether 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 ended2024-09-30
    13F 180,603 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $12,745,132.

    13F-HR 0001085146-24-005470 filed by Bellwether Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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