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Financial Management Professionals, Inc.: IYW position timeline

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

Financial Management Professionals, Inc. held 1,133 IYW 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 1,133 shares
    Change vs previous 13F +1,133 shares

    0.03% of the 13F portfolio, value $285,777.

    13F-HR 0001568132-26-000005 filed by Financial Management Professionals, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -27,375 shares

    13F-HR 0001568132-25-000003 filed by Financial Management Professionals, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 27,375 shares
    Change vs previous 13F +53 shares

    0.55% of the 13F portfolio, value $4,366,860.

    13F-HR 0001568132-25-000001 filed by Financial Management Professionals, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 27,322 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,143,000.

    13F-HR 0001568132-24-000006 filed by Financial Management Professionals, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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