Skip to content
Disclosery

Empirical Asset Management, LLC: IYH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Asset Management, LLC on IYH, newest first. How the timeline and the estimate are built.

Empirical Asset Management, LLC held 33,476 IYH 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 33,476 shares
    Change vs previous 13F -1,994 shares

    0.51% of the 13F portfolio, value $2,243,220.

    13F-HR 0001951757-26-001200 filed by Empirical Asset Management, 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 35,470 shares
    Change vs previous 13F -396 shares

    0.58% of the 13F portfolio, value $2,186,349.

    13F-HR 0001951757-26-000815 filed by Empirical Asset Management, 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 35,866 shares
    Change vs previous 13F -99 shares

    0.66% of the 13F portfolio, value $2,334,862.

    13F-HR 0001951757-26-000393 filed by Empirical Asset Management, 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 35,965 shares
    Change vs previous 13F -180 shares

    0.59% of the 13F portfolio, value $2,111,865.

    13F-HR 0001951757-25-001374 filed by Empirical Asset Management, 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 36,145 shares
    Change vs previous 13F -880 shares

    0.63% of the 13F portfolio, value $2,041,470.

    13F-HR 0001951757-25-000983 filed by Empirical Asset Management, 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 37,025 shares
    Change vs previous 13F -911 shares

    0.77% of the 13F portfolio, value $2,254,452.

    13F-HR 0001951757-25-000538 filed by Empirical Asset Management, 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 37,936 shares
    Change vs previous 13F -1,574 shares

    0.74% of the 13F portfolio, value $2,210,520.

    13F-HR 0001951757-25-000026 filed by Empirical Asset Management, 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 39,510 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,568,150.

    13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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