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Councilor Wealth, LLC: IYF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Councilor Wealth, LLC on IYF, newest first. How the timeline and the estimate are built.

Councilor Wealth, LLC held 6,226 IYF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,226 shares
    Change vs previous 13F +1 shares

    0.32% of the 13F portfolio, value $782,409.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,225 shares
    Change vs previous 13F +1 shares

    0.32% of the 13F portfolio, value $793,826.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,224 shares
    Change vs previous 13F +1 shares

    0.36% of the 13F portfolio, value $732,418.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,223 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $802,414.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,223 shares
    Change vs previous 13F +2 shares

    0.37% of the 13F portfolio, value $788,023.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,221 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $752,775.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,221 shares
    Change vs previous 13F +1 shares

    0.35% of the 13F portfolio, value $702,041.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,220 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $687,830.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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