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Disclosery

Financial Advisory Corp: IYR position timeline

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

Financial Advisory Corp held 152,940 IYR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,940 shares
    Change vs previous 13F +2,625 shares

    2.07% of the 13F portfolio, value $15,638,084.

    13F-HR 0002085853-26-000681 filed by Financial Advisory Corp
    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 150,315 shares
    Change vs previous 13F +2,960 shares

    1.97% of the 13F portfolio, value $14,213,794.

    13F-HR 0002085853-26-000355 filed by Financial Advisory Corp
    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 147,355 shares
    Change vs previous 13F +4,789 shares

    2.01% of the 13F portfolio, value $13,835,134.

    13F-HR 0002085853-26-000103 filed by Financial Advisory Corp
    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 142,566 shares
    Change vs previous 13F +683 shares

    2.04% of the 13F portfolio, value $13,840,324.

    13F-HR 0002085853-25-000032 filed by Financial Advisory Corp
    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 141,883 shares
    Change vs previous 13F -995 shares

    2.06% of the 13F portfolio, value $13,446,333.

    13F-HR 0001667731-25-000781 filed by Financial Advisory Corp
    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 142,878 shares
    Change vs previous 13F +1,813 shares

    2.26% of the 13F portfolio, value $13,680,600.

    13F-HR 0001667731-25-000419 filed by Financial Advisory Corp
    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 141,065 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $13,127,486.

    13F-HR 0001667731-25-000315 filed by Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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