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BETO FINANCIAL GROUP, LLC: IYR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BETO FINANCIAL GROUP, LLC on IYR, newest first. How the timeline and the estimate are built.

BETO FINANCIAL GROUP, LLC held 9,400 IYR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,400 shares
    Change vs previous 13F -3,965 shares

    0.52% of the 13F portfolio, value $992,128.

    13F-HR 0001986152-26-000108 filed by BETO FINANCIAL GROUP, 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 13,365 shares
    Change vs previous 13F -13,325 shares

    0.8% of the 13F portfolio, value $1,370,673.

    13F-HR 0001986152-26-000080 filed by BETO FINANCIAL GROUP, 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 26,690 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,541,708.

    13F-HR 0001986152-26-000021 filed by BETO FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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