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Disclosery

CERTUITY, LLC: IYW position timeline

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

CERTUITY, LLC held 46,029 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,029 shares
    Change vs previous 13F +13 shares

    0.57% of the 13F portfolio, value $11,609,879.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 46,016 shares
    Change vs previous 13F -334 shares

    0.55% of the 13F portfolio, value $8,348,262.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 46,350 shares
    Change vs previous 13F -680 shares

    0.58% of the 13F portfolio, value $9,255,344.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 47,030 shares
    Change vs previous 13F +13 shares

    0.63% of the 13F portfolio, value $9,211,369.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 47,017 shares
    Change vs previous 13F -657 shares

    0.77% of the 13F portfolio, value $8,146,647.

    13F-HR 0001172661-25-003246 filed by CERTUITY, LLC
    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 47,674 shares
    Change vs previous 13F -42 shares

    0.7% of the 13F portfolio, value $6,695,271.

    13F-HR 0001172661-25-001734 filed by CERTUITY, LLC
    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 47,716 shares
    Change vs previous 13F +10,707 shares

    0.83% of the 13F portfolio, value $7,611,676.

    13F-HR 0001172661-25-000408 filed by CERTUITY, LLC
    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 37,009 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $5,611,234.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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