Skip to content
Disclosery

Ellis Investment Partners, LLC: IYY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellis Investment Partners, LLC on IYY, newest first. How the timeline and the estimate are built.

Ellis Investment Partners, LLC held 17,601 IYY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,601 shares
    Change vs previous 13F +901 shares

    0.49% of the 13F portfolio, value $3,208,314.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 16,700 shares
    Change vs previous 13F +173 shares

    0.46% of the 13F portfolio, value $2,646,266.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 16,527 shares
    Change vs previous 13F +899 shares

    0.48% of the 13F portfolio, value $2,740,407.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 15,628 shares
    Change vs previous 13F +1,612 shares

    0.46% of the 13F portfolio, value $2,539,365.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 14,016 shares
    Change vs previous 13F +2,225 shares

    0.41% of the 13F portfolio, value $2,114,679.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 11,791 shares
    Change vs previous 13F -30 shares

    0.33% of the 13F portfolio, value $1,604,710.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 11,821 shares
    Change vs previous 13F +965 shares

    0.33% of the 13F portfolio, value $1,691,469.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 10,856 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,515,394.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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