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Checchi Capital Advisers, LLC: IYR position timeline

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

Checchi Capital Advisers, LLC held 33,673 IYR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,673 shares
    Change vs previous 13F -1,170 shares

    0.22% of the 13F portfolio, value $3,443,064.

    13F-HR 0001598186-26-000003 filed by Checchi Capital Advisers, 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 34,843 shares
    Change vs previous 13F -2,089 shares

    0.23% of the 13F portfolio, value $3,294,754.

    13F-HR 0001598186-26-000002 filed by Checchi Capital Advisers, 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 36,932 shares
    Change vs previous 13F +8,906 shares

    0.24% of the 13F portfolio, value $3,467,545.

    13F-HR 0001598186-26-000001 filed by Checchi Capital Advisers, 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 28,026 shares
    Change vs previous 13F -1,110 shares

    0.19% of the 13F portfolio, value $2,720,764.

    13F-HR 0001598186-25-000003 filed by Checchi Capital Advisers, 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 29,136 shares
    Change vs previous 13F -6,247 shares

    0.19% of the 13F portfolio, value $2,761,219.

    13F-HR 0001085146-25-004026 filed by Checchi Capital Advisers, 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 35,383 shares
    Change vs previous 13F -3,574 shares

    0.24% of the 13F portfolio, value $3,387,922.

    13F-HR 0001085146-25-002398 filed by Checchi Capital Advisers, 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 38,957 shares
    Change vs previous 13F +8,664 shares

    0.27% of the 13F portfolio, value $3,625,338.

    13F-HR 0001085146-25-000800 filed by Checchi Capital Advisers, 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 30,293 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,085,948.

    13F-HR 0001085146-24-005324 filed by Checchi Capital Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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