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Disclosery

Collier Financial: IYW position timeline

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

Collier Financial held 163 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163 shares
    Change vs previous 13F -12 shares

    0.03% of the 13F portfolio, value $41,055.

    13F-HR 0001902901-26-000003 filed by Collier Financial
    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 175 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $31,697.

    13F-HR 0001902901-26-000002 filed by Collier Financial
    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 174 shares
    Change vs previous 13F -16 shares

    0.03% of the 13F portfolio, value $34,877.

    13F-HR 0001902901-26-000001 filed by Collier Financial
    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 190 shares
    Change vs previous 13F -257 shares

    0.03% of the 13F portfolio, value $37,304.

    13F-HR 0001902901-25-000004 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 447 shares
    Change vs previous 13F -15,279 shares

    0.05% of the 13F portfolio, value $62,711.

    13F-HR 0001902901-25-000002 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 15,726 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $2,508,546.

    13F-HR 0002012421-25-000005 filed by Collier Financial
    Filed (acceptance time not in the bulk data set), ingested

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