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Disclosery

Counterweight Ventures, LLC: IYM position timeline

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

Counterweight Ventures, LLC held 11,680 IYM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,680 shares
    Change vs previous 13F -149 shares

    1.05% of the 13F portfolio, value $2,096,910.

    13F-HR 0001062993-26-003804 filed by Counterweight Ventures, 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 11,829 shares
    Change vs previous 13F +7,984 shares

    1.17% of the 13F portfolio, value $2,080,958.

    13F-HR 0001062993-26-002163 filed by Counterweight Ventures, 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 3,845 shares
    Change vs previous 13F +20 shares

    0.33% of the 13F portfolio, value $591,976.

    13F-HR 0001062993-26-000293 filed by Counterweight Ventures, 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 3,825 shares
    Change vs previous 13F -32 shares

    0.33% of the 13F portfolio, value $566,903.

    13F-HR 0001062993-25-016833 filed by Counterweight Ventures, 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 3,857 shares
    Change vs previous 13F -17 shares

    0.35% of the 13F portfolio, value $540,018.

    13F-HR 0001062993-25-013558 filed by Counterweight Ventures, 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 3,874 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $522,215.

    13F-HR 0001062993-25-008462 filed by Counterweight Ventures, 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 3,874 shares
    Change vs previous 13F -77 shares

    0.36% of the 13F portfolio, value $503,349.

    13F-HR 0001062993-25-001168 filed by Counterweight Ventures, 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 3,951 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $593,264.

    13F-HR 0001062993-24-018672 filed by Counterweight Ventures, LLC
    Filed (acceptance time not in the bulk data set), ingested

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