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Disclosery

CHARTIST INC /CA/: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHARTIST INC /CA/ on IWB, newest first. How the timeline and the estimate are built.

CHARTIST INC /CA/ held 38,886 IWB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,886 shares
    Change vs previous 13F -367 shares

    9.94% of the 13F portfolio, value $15,923,790.

    13F-HR 0001129770-26-000003 filed by CHARTIST INC /CA/
    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 39,253 shares
    Change vs previous 13F -542 shares

    10.05% of the 13F portfolio, value $13,996,151.

    13F-HR 0001129770-26-000002 filed by CHARTIST INC /CA/
    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 39,795 shares
    Change vs previous 13F -966 shares

    10.07% of the 13F portfolio, value $14,860,867.

    13F-HR 0001129770-26-000001 filed by CHARTIST INC /CA/
    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 40,761 shares
    Change vs previous 13F -11,550 shares

    10.17% of the 13F portfolio, value $14,897,283.

    13F-HR 0001129770-25-000008 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 52,311 shares
    Change vs previous 13F -651 shares

    8.73% of the 13F portfolio, value $16,852,381.

    13F-HR 0001129770-25-000001 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 52,962 shares
    Change vs previous 13F not available

    8.55% of the 13F portfolio, value $16,650,774.

    13F-HR 0001129770-24-000004 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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