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Blue Fin Capital, Inc.: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Fin Capital, Inc. on IYW, newest first. How the timeline and the estimate are built.

Blue Fin Capital, Inc. held 2,524 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,524 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $636,629.

    13F-HR 0001172661-26-003030 filed by Blue Fin Capital, Inc.
    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 2,524 shares
    Change vs previous 13F +81 shares

    0.08% of the 13F portfolio, value $457,904.

    13F-HR 0001172661-26-002442 filed by Blue Fin Capital, Inc.
    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 2,443 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $487,818.

    13F-HR 0001172661-26-000289 filed by Blue Fin Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,493 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $488,279.

    13F-HR 0001172661-25-005216 filed by Blue Fin Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,493 shares
    Change vs previous 13F -5 shares

    0.07% of the 13F portfolio, value $431,962.

    13F-HR 0001172661-25-003106 filed by Blue Fin Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,498 shares
    Change vs previous 13F -2 shares

    0.07% of the 13F portfolio, value $350,819.

    13F-HR 0001172661-25-005215 filed by Blue Fin Capital, Inc.
    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 2,500 shares
    Change vs previous 13F +24 shares

    0.07% of the 13F portfolio, value $398,800.

    13F-HR 0001172661-25-001324 filed by Blue Fin Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,476 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $375,411.

    13F-HR 0001172661-24-004464 filed by Blue Fin Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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