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Bluesphere Advisors LLC: IWY position timeline

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

Bluesphere Advisors LLC held 48,040 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,040 shares
    Change vs previous 13F -2,808 shares

    4.31% of the 13F portfolio, value $13,961,385.

    13F-HR 0001951757-26-001085 filed by Bluesphere 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 50,848 shares
    Change vs previous 13F +9,430 shares

    4.5% of the 13F portfolio, value $12,653,016.

    13F-HR 0001951757-26-000691 filed by Bluesphere 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 41,418 shares
    Change vs previous 13F -1,402 shares

    5.07% of the 13F portfolio, value $11,470,301.

    13F-HR 0001951757-26-000238 filed by Bluesphere 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 42,820 shares
    Change vs previous 13F -2,368 shares

    5.37% of the 13F portfolio, value $11,717,693.

    13F-HR 0001951757-25-001256 filed by Bluesphere 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 45,188 shares
    Change vs previous 13F -2,632 shares

    5.55% of the 13F portfolio, value $11,139,294.

    13F-HR 0001951757-25-000878 filed by Bluesphere 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 47,820 shares
    Change vs previous 13F -702 shares

    5.77% of the 13F portfolio, value $10,087,151.

    13F-HR 0001951757-25-000423 filed by Bluesphere 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 48,522 shares
    Change vs previous 13F -2,597 shares

    5.59% of the 13F portfolio, value $11,415,771.

    13F-HR 0001951757-25-000110 filed by Bluesphere 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 51,119 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $11,248,736.

    13F-HR 0001951757-24-001082 filed by Bluesphere Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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