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Disclosery

Chatterton & Associates Inc.: IYW position timeline

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

Chatterton & Associates Inc. held 1,649 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,649 shares
    Change vs previous 13F +148 shares

    0.24% of the 13F portfolio, value $411,063.

    13F-HR 0002102688-26-000004 filed by Chatterton & Associates Inc.
    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 1,501 shares
    Change vs previous 13F +399 shares

    0.2% of the 13F portfolio, value $290,654.

    13F-HR 0002102688-26-000003 filed by Chatterton & Associates Inc.
    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 1,102 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $220,047.

    13F-HR 0002102688-26-000001 filed by Chatterton & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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