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Disclosery

Embree Financial Group: IYR position timeline

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

Embree Financial Group held 14,876 IYR 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 14,876 shares
    Change vs previous 13F -593 shares

    0.15% of the 13F portfolio, value $1,521,092.

    13F-HR 0002085853-26-000741 filed by Embree Financial 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 15,469 shares
    Change vs previous 13F -1,048 shares

    0.17% of the 13F portfolio, value $1,462,771.

    13F-HR 0002085853-26-000476 filed by Embree Financial 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 16,517 shares
    Change vs previous 13F -1,914 shares

    0.19% of the 13F portfolio, value $1,550,810.

    13F-HR 0002085853-26-000033 filed by Embree Financial 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 18,431 shares
    Change vs previous 13F -3,109 shares

    0.24% of the 13F portfolio, value $1,789,286.

    13F-HR 0002085853-25-000037 filed by Embree Financial 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 21,540 shares
    Change vs previous 13F -2,706 shares

    0.31% of the 13F portfolio, value $2,041,360.

    13F-HR 0001667731-25-000842 filed by Embree Financial 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 24,246 shares
    Change vs previous 13F -3,637 shares

    0.39% of the 13F portfolio, value $2,321,554.

    13F-HR 0001667731-25-000496 filed by Embree Financial 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 27,883 shares
    Change vs previous 13F +732 shares

    0.44% of the 13F portfolio, value $2,594,788.

    13F-HR 0001667731-25-000074 filed by Embree Financial 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 27,151 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,765,840.

    13F-HR 0002020860-24-000004 filed by Embree Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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