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Disclosery

Carlson Capital Management: IYT position timeline

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

Carlson Capital Management held 4,923 IYT shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 4,923 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $332,636.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 4,923 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $339,233.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 4,923 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $322,101.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 4,923 shares
    Change vs previous 13F +3,692 shares

    0.02% of the 13F portfolio, value $346,568.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 1,231 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $323,008.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 1,231 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $287,733.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 1,231 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $307,487.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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