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CLIENT 1ST ADVISORY GROUP, LLC: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIENT 1ST ADVISORY GROUP, LLC on IYW, newest first. How the timeline and the estimate are built.

CLIENT 1ST ADVISORY GROUP, LLC held 16,287 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,287 shares
    Change vs previous 13F +220 shares

    1.1% of the 13F portfolio, value $4,107,968.

    13F-HR 0001802816-26-000003 filed by CLIENT 1ST ADVISORY GROUP, 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 16,067 shares
    Change vs previous 13F +1,281 shares

    0.89% of the 13F portfolio, value $2,914,785.

    13F-HR 0001802816-26-000002 filed by CLIENT 1ST ADVISORY GROUP, 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 14,786 shares
    Change vs previous 13F +305 shares

    0.93% of the 13F portfolio, value $2,952,543.

    13F-HR 0001802816-26-000001 filed by CLIENT 1ST ADVISORY GROUP, 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 14,481 shares
    Change vs previous 13F +459 shares

    0.94% of the 13F portfolio, value $2,836,303.

    13F-HR 0001802816-25-000007 filed by CLIENT 1ST ADVISORY GROUP, 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 14,022 shares
    Change vs previous 13F -473 shares

    0.88% of the 13F portfolio, value $2,429,622.

    13F-HR 0001802816-25-000005 filed by CLIENT 1ST ADVISORY GROUP, 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 14,495 shares
    Change vs previous 13F +855 shares

    0.79% of the 13F portfolio, value $2,035,678.

    13F-HR 0001802816-25-000003 filed by CLIENT 1ST ADVISORY GROUP, 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 13,640 shares
    Change vs previous 13F +1,502 shares

    0.84% of the 13F portfolio, value $2,175,853.

    13F-HR 0000905729-25-000016 filed by CLIENT 1ST ADVISORY GROUP, 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 12,138 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,840,364.

    13F-HR 0000905729-25-000029 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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