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Disclosery

FINANCIAL LIFE ADVISORS: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL LIFE ADVISORS on IYW, newest first. How the timeline and the estimate are built.

FINANCIAL LIFE ADVISORS held 24,153 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,153 shares
    Change vs previous 13F -24,481 shares

    1.73% of the 13F portfolio, value $6,092,119.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    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 48,634 shares
    Change vs previous 13F -6,007 shares

    2.75% of the 13F portfolio, value $8,823,186.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    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 54,641 shares
    Change vs previous 13F +721 shares

    3.36% of the 13F portfolio, value $10,910,721.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    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 53,920 shares
    Change vs previous 13F -1,524 shares

    3.39% of the 13F portfolio, value $10,560,777.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    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 55,444 shares
    Change vs previous 13F +2,197 shares

    3.29% of the 13F portfolio, value $9,606,752.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    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 53,247 shares
    Change vs previous 13F +938 shares

    2.79% of the 13F portfolio, value $7,478,078.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    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 52,309 shares
    Change vs previous 13F -95 shares

    3.13% of the 13F portfolio, value $8,344,368.

    13F-HR 0001730813-25-000002 filed by FINANCIAL LIFE ADVISORS
    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 52,404 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $7,945,496.

    13F-HR 0001730813-24-000007 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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