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BUSH INVESTMENT GROUP, LLC: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BUSH INVESTMENT GROUP, LLC on IYW, newest first. How the timeline and the estimate are built.

BUSH INVESTMENT GROUP, LLC held 0 IYW shares at 2025-09-30 per its 13F-HR filed 2025-12-18.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -6,979 shares

    13F-HR 0001966640-25-000006 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 6,979 shares
    Change vs previous 13F -1,383 shares

    0.81% of the 13F portfolio, value $1,209,259.

    13F-HR 0001966640-25-000005 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 8,362 shares
    Change vs previous 13F -76 shares

    0.88% of the 13F portfolio, value $1,174,366.

    13F-HR 0001966640-25-000003 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 8,438 shares
    Change vs previous 13F -93 shares

    1.05% of the 13F portfolio, value $1,346,064.

    13F-HR 0001966640-25-000002 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,531 shares
    Change vs previous 13F -314 shares

    1.03% of the 13F portfolio, value $1,293,501.

    13F-HR 0001966640-24-000006 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 8,845 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,331,200.

    13F-HR 0001966640-24-000004 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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