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BRADLEY FOSTER & SARGENT INC/CT: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRADLEY FOSTER & SARGENT INC/CT on IYW, newest first. How the timeline and the estimate are built.

BRADLEY FOSTER & SARGENT INC/CT held 3,099 IYW 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 3,099 shares
    Change vs previous 13F -69 shares

    0.01% of the 13F portfolio, value $781,661.

    13F-HR 0001015086-26-000006 filed by BRADLEY FOSTER & SARGENT INC/CT
    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/A 3,168 shares
    Change vs previous 13F -82 shares

    0.01% of the 13F portfolio, value $574,739.

    13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 3,250 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $648,960.

    13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 3,250 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $636,545.

    13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 3,270 shares
    Change vs previous 13F -1,752 shares

    0.01% of the 13F portfolio, value $566,593.

    13F-HR 0001015086-25-000007 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 5,022 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $705,290.

    13F-HR 0001015086-25-000005 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 5,072 shares
    Change vs previous 13F -59 shares

    0.01% of the 13F portfolio, value $809,085.

    13F-HR 0001015086-25-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
    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 5,131 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $777,962.

    13F-HR 0001015086-24-000011 filed by BRADLEY FOSTER & SARGENT INC/CT
    Filed (acceptance time not in the bulk data set), ingested

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