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Disclosery

COURIER CAPITAL LLC: IYR position timeline

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

COURIER CAPITAL LLC held 63,916 IYR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,916 shares
    Change vs previous 13F +3,141 shares

    0.33% of the 13F portfolio, value $6,535,439.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 60,775 shares
    Change vs previous 13F +3,079 shares

    0.32% of the 13F portfolio, value $5,746,849.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 57,696 shares
    Change vs previous 13F +1,631 shares

    0.3% of the 13F portfolio, value $5,417,079.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 56,065 shares
    Change vs previous 13F +2,645 shares

    0.31% of the 13F portfolio, value $5,442,817.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 53,420 shares
    Change vs previous 13F +692 shares

    0.31% of the 13F portfolio, value $5,062,613.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 52,728 shares
    Change vs previous 13F +783 shares

    0.33% of the 13F portfolio, value $5,048,753.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 51,945 shares
    Change vs previous 13F +254 shares

    0.33% of the 13F portfolio, value $4,834,025.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 51,691 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,265,744.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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