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CAHILL FINANCIAL ADVISORS INC: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAHILL FINANCIAL ADVISORS INC on IYW, newest first. How the timeline and the estimate are built.

CAHILL FINANCIAL ADVISORS INC held 16,375 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,375 shares
    Change vs previous 13F -1,153 shares

    0.4% of the 13F portfolio, value $4,130,144.

    13F-HR 0001600327-26-000007 filed by CAHILL FINANCIAL ADVISORS INC
    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 17,528 shares
    Change vs previous 13F -51,734 shares

    0.34% of the 13F portfolio, value $3,179,876.

    13F-HR 0001600327-26-000005 filed by CAHILL FINANCIAL ADVISORS INC
    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 69,262 shares
    Change vs previous 13F -292 shares

    1.51% of the 13F portfolio, value $13,830,211.

    13F-HR 0001600327-26-000003 filed by CAHILL FINANCIAL ADVISORS INC
    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 69,554 shares
    Change vs previous 13F +342 shares

    1.55% of the 13F portfolio, value $13,622,769.

    13F-HR 0001600327-25-000014 filed by CAHILL FINANCIAL ADVISORS INC
    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 69,212 shares
    Change vs previous 13F +3,365 shares

    1.49% of the 13F portfolio, value $11,992,343.

    13F-HR 0001600327-25-000007 filed by CAHILL FINANCIAL ADVISORS INC
    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 65,847 shares
    Change vs previous 13F +3,947 shares

    1.26% of the 13F portfolio, value $9,247,572.

    13F-HR 0001600327-25-000005 filed by CAHILL FINANCIAL ADVISORS INC
    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 61,900 shares
    Change vs previous 13F +3,355 shares

    1.34% of the 13F portfolio, value $9,874,276.

    13F-HR 0001600327-25-000003 filed by CAHILL FINANCIAL ADVISORS INC
    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 58,545 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $8,876,530.

    13F-HR 0001600327-24-000013 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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