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Disclosery

Crown Wealth Group, LLC: IYW position timeline

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

Crown Wealth Group, LLC held 44,221 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,221 shares
    Change vs previous 13F +8,505 shares

    2.84% of the 13F portfolio, value $11,153,971.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 35,716 shares
    Change vs previous 13F -8,164 shares

    1.9% of the 13F portfolio, value $6,479,670.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 43,880 shares
    Change vs previous 13F -10,628 shares

    2.45% of the 13F portfolio, value $8,762,034.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, 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 54,508 shares
    Change vs previous 13F +4,277 shares

    3.21% of the 13F portfolio, value $10,676,005.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, 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 50,231 shares
    Change vs previous 13F +16,848 shares

    3.27% of the 13F portfolio, value $8,703,580.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, 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 33,383 shares
    Change vs previous 13F -3,049 shares

    2.43% of the 13F portfolio, value $4,688,346.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, 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 36,432 shares
    Change vs previous 13F +4,844 shares

    2.36% of the 13F portfolio, value $5,811,670.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, 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 31,588 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $4,789,404.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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