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Certified Advisory Corp: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on IWY, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 65,757 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,757 shares
    Change vs previous 13F +348 shares

    1.54% of the 13F portfolio, value $19,110,196.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 65,409 shares
    Change vs previous 13F +4,954 shares

    1.46% of the 13F portfolio, value $16,276,377.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 60,455 shares
    Change vs previous 13F +673 shares

    1.53% of the 13F portfolio, value $16,742,496.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 59,782 shares
    Change vs previous 13F +1,421 shares

    1.55% of the 13F portfolio, value $16,359,420.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 58,361 shares
    Change vs previous 13F +4,262 shares

    1.5% of the 13F portfolio, value $14,386,525.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 54,099 shares
    Change vs previous 13F +2,092 shares

    1.29% of the 13F portfolio, value $11,411,635.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 52,007 shares
    Change vs previous 13F +1,349 shares

    1.33% of the 13F portfolio, value $12,235,740.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 50,658 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $11,147,200.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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