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Disclosery

Empirical Asset Management, LLC: IYW position timeline

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

Empirical Asset Management, LLC held 32,446 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 32,446 shares
    Change vs previous 13F -2,918 shares

    1.84% of the 13F portfolio, value $8,183,973.

    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 35,364 shares
    Change vs previous 13F -289 shares

    1.7% of the 13F portfolio, value $6,415,826.

    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 35,653 shares
    Change vs previous 13F -690 shares

    2.01% of the 13F portfolio, value $7,119,232.

    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 36,343 shares
    Change vs previous 13F -811 shares

    1.98% of the 13F portfolio, value $7,118,164.

    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 37,154 shares
    Change vs previous 13F -155 shares

    1.99% of the 13F portfolio, value $6,437,739.

    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 37,309 shares
    Change vs previous 13F +666 shares

    1.79% of the 13F portfolio, value $5,239,701.

    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 36,643 shares
    Change vs previous 13F -247 shares

    1.95% of the 13F portfolio, value $5,845,354.

    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 36,890 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $5,593,264.

    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).