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Broadview Financial Management, LLC: IYR position timeline

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

Broadview Financial Management, LLC held 20,724 IYR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,724 shares
    Change vs previous 13F -367 shares

    1.29% of the 13F portfolio, value $2,118,998.

    13F-HR 0001697024-26-000003 filed by Broadview Financial Management, 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 21,091 shares
    Change vs previous 13F +411 shares

    1.36% of the 13F portfolio, value $1,994,324.

    13F-HR 0001697024-26-000002 filed by Broadview Financial Management, 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 20,680 shares
    Change vs previous 13F +1,892 shares

    1.3% of the 13F portfolio, value $1,941,673.

    13F-HR 0001697024-26-000001 filed by Broadview Financial Management, 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 18,788 shares
    Change vs previous 13F +164 shares

    1.23% of the 13F portfolio, value $1,823,950.

    13F-HR 0001697024-25-000006 filed by Broadview Financial Management, 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 18,624 shares
    Change vs previous 13F -2,251 shares

    1.2% of the 13F portfolio, value $1,764,958.

    13F-HR 0001697024-25-000004 filed by Broadview Financial Management, 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 20,875 shares
    Change vs previous 13F -1,286 shares

    1.49% of the 13F portfolio, value $1,998,768.

    13F-HR 0001697024-25-000002 filed by Broadview Financial Management, 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 22,161 shares
    Change vs previous 13F -59 shares

    1.48% of the 13F portfolio, value $2,062,265.

    13F-HR 0001697024-25-000001 filed by Broadview Financial Management, 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 22,220 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,263,512.

    13F-HR 0001697024-24-000005 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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