Skip to content
Disclosery

CPR Investments Inc.: IYW position timeline

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

CPR Investments Inc. held 30,918 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,918 shares
    Change vs previous 13F +5,959 shares

    6% of the 13F portfolio, value $7,798,358.

    13F-HR 0001214659-26-008546 filed by CPR Investments Inc.
    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 24,959 shares
    Change vs previous 13F -32,515 shares

    3.02% of the 13F portfolio, value $4,528,019.

    13F-HR 0001214659-26-004748 filed by CPR Investments Inc.
    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 57,474 shares
    Change vs previous 13F -1,872 shares

    7.7% of the 13F portfolio, value $11,476,366.

    13F-HR 0001214659-26-000457 filed by CPR Investments Inc.
    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 59,346 shares
    Change vs previous 13F -3,096 shares

    8% of the 13F portfolio, value $11,623,582.

    13F-HR 0001214659-25-014901 filed by CPR Investments Inc.
    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 62,442 shares
    Change vs previous 13F +46,372 shares

    8.4% of the 13F portfolio, value $10,819,350.

    13F-HR 0001214659-25-010745 filed by CPR Investments Inc.
    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 16,070 shares
    Change vs previous 13F +2,005 shares

    2% of the 13F portfolio, value $2,256,844.

    13F-HR 0001214659-25-005694 filed by CPR Investments Inc.
    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 14,065 shares
    Change vs previous 13F +4,921 shares

    2.02% of the 13F portfolio, value $2,243,653.

    13F-HR 0001214659-25-000543 filed by CPR Investments Inc.
    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 9,144 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,386,413.

    13F-HR 0001214659-24-017592 filed by CPR Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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