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Disclosery

Center For Asset Management LLC: IYW position timeline

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

Center For Asset Management LLC held 1,942 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,942 shares
    Change vs previous 13F +195 shares

    0.22% of the 13F portfolio, value $489,902.

    13F-HR 0001214659-26-008932 filed by Center For Asset 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 1,747 shares
    Change vs previous 13F +78 shares

    0.16% of the 13F portfolio, value $316,954.

    13F-HR 0001214659-26-004744 filed by Center For Asset 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 1,669 shares
    Change vs previous 13F +60 shares

    0.17% of the 13F portfolio, value $333,227.

    13F-HR 0001214659-26-000706 filed by Center For Asset 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 1,609 shares
    Change vs previous 13F +1,609 shares

    0.17% of the 13F portfolio, value $315,258.

    13F-HR 0001214659-25-016948 filed by Center For Asset 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 0 shares
    Change vs previous 13F -1,461 shares

    13F-HR 0001214659-25-010815 filed by Center For Asset Management 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.

  6. period ended2025-03-31
    13F 1,461 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $205,200.

    13F-HR 0001214659-25-006201 filed by Center For Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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