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Disclosery

Finley Financial, LLC: IYF position timeline

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

Finley Financial, LLC held 38,371 IYF shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,371 shares
    Change vs previous 13F -2,055 shares

    1.97% of the 13F portfolio, value $4,892,686.

    13F-HR 0002047823-26-000003 filed by Finley Financial, 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 40,426 shares
    Change vs previous 13F -18,124 shares

    2.23% of the 13F portfolio, value $4,756,523.

    13F-HR 0002047823-26-000002 filed by Finley Financial, 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 58,550 shares
    Change vs previous 13F -11,670 shares

    3.46% of the 13F portfolio, value $7,548,852.

    13F-HR 0002047823-26-000001 filed by Finley Financial, 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 70,220 shares
    Change vs previous 13F -3,405 shares

    4.11% of the 13F portfolio, value $8,892,661.

    13F-HR 0002047823-25-000006 filed by Finley Financial, 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 73,625 shares
    Change vs previous 13F -290 shares

    4.48% of the 13F portfolio, value $8,907,889.

    13F-HR 0002047823-25-000005 filed by Finley Financial, 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 73,915 shares
    Change vs previous 13F -365 shares

    4.55% of the 13F portfolio, value $8,172,782.

    13F-HR 0002047823-25-000002 filed by Finley Financial, 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 74,280 shares
    Change vs previous 13F not available

    4.4% of the 13F portfolio, value $8,456,035.

    13F-HR 0002047823-25-000001 filed by Finley Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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