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Faithward Advisors, LLC: IYR position timeline

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

Faithward Advisors, LLC held 10,569 IYR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,569 shares
    Change vs previous 13F +490 shares

    0.13% of the 13F portfolio, value $1,080,714.

    13F-HR 0001398344-26-014139 filed by Faithward Advisors, 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 10,079 shares
    Change vs previous 13F +614 shares

    0.14% of the 13F portfolio, value $953,077.

    13F-HR 0001398344-26-006628 filed by Faithward Advisors, 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 9,465 shares
    Change vs previous 13F +629 shares

    0.13% of the 13F portfolio, value $888,628.

    13F-HR 0001398344-26-003170 filed by Faithward Advisors, 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 8,836 shares
    Change vs previous 13F +292 shares

    0.13% of the 13F portfolio, value $857,826.

    13F-HR 0001398344-25-021081 filed by Faithward Advisors, 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 8,544 shares
    Change vs previous 13F +314 shares

    0.13% of the 13F portfolio, value $809,715.

    13F-HR 0001398344-25-015491 filed by Faithward Advisors, 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 8,230 shares
    Change vs previous 13F +1,004 shares

    0.14% of the 13F portfolio, value $788,023.

    13F-HR 0001398344-25-009753 filed by Faithward Advisors, 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 7,226 shares
    Change vs previous 13F +1,056 shares

    0.11% of the 13F portfolio, value $672,452.

    13F-HR 0001398344-25-002626 filed by Faithward Advisors, 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 6,170 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $628,538.

    13F-HR 0001398344-24-020903 filed by Faithward Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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