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Burns Matteson Capital Management, LLC: IWY position timeline

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

Burns Matteson Capital Management, LLC held 32,859 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,859 shares
    Change vs previous 13F -764 shares

    3.03% of the 13F portfolio, value $9,549,564.

    13F-HR 0001894164-26-000005 filed by Burns Matteson Capital 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 33,623 shares
    Change vs previous 13F +1,523 shares

    3.26% of the 13F portfolio, value $8,366,766.

    13F-HR 0001894164-26-000004 filed by Burns Matteson Capital 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 32,100 shares
    Change vs previous 13F -267 shares

    3.57% of the 13F portfolio, value $8,889,804.

    13F-HR 0001894164-26-000003 filed by Burns Matteson Capital 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 32,367 shares
    Change vs previous 13F +1,182 shares

    3.72% of the 13F portfolio, value $8,857,288.

    13F-HR 0001894164-25-000009 filed by Burns Matteson Capital 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 31,185 shares
    Change vs previous 13F +1,479 shares

    3.71% of the 13F portfolio, value $7,687,486.

    13F-HR 0001894164-25-000006 filed by Burns Matteson Capital 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 29,706 shares
    Change vs previous 13F -107 shares

    3.37% of the 13F portfolio, value $6,266,100.

    13F-HR 0001894164-25-000004 filed by Burns Matteson Capital 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 29,813 shares
    Change vs previous 13F +1,766 shares

    3.93% of the 13F portfolio, value $7,014,005.

    13F-HR 0001894164-25-000001 filed by Burns Matteson Capital 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 28,047 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $6,171,710.

    13F-HR 0001894164-24-000011 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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