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Disclosery

Csenge Advisory Group: IYW position timeline

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

Csenge Advisory Group held 9,568 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,568 shares
    Change vs previous 13F -301 shares

    0.1% of the 13F portfolio, value $2,413,345.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 9,869 shares
    Change vs previous 13F -34 shares

    0.08% of the 13F portfolio, value $1,790,513.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 9,903 shares
    Change vs previous 13F -181 shares

    0.09% of the 13F portfolio, value $1,977,377.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 10,084 shares
    Change vs previous 13F -9,263 shares

    0.09% of the 13F portfolio, value $1,975,106.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 19,347 shares
    Change vs previous 13F -782 shares

    0.16% of the 13F portfolio, value $3,061,609.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 20,129 shares
    Change vs previous 13F +1,650 shares

    0.15% of the 13F portfolio, value $2,643,497.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 18,479 shares
    Change vs previous 13F -1,234 shares

    0.16% of the 13F portfolio, value $2,947,715.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 19,713 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,055,492.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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