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Disclosery

Finley Financial, LLC: IYH position timeline

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

Finley Financial, LLC held 8,025 IYH 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 8,025 shares
    Change vs previous 13F -1,100 shares

    0.22% of the 13F portfolio, value $537,755.

    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 9,125 shares
    Change vs previous 13F -1,325 shares

    0.26% of the 13F portfolio, value $562,465.

    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 10,450 shares
    Change vs previous 13F -2,050 shares

    0.31% of the 13F portfolio, value $680,295.

    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 12,500 shares
    Change vs previous 13F -950 shares

    0.34% of the 13F portfolio, value $734,000.

    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 13,450 shares
    Change vs previous 13F -17,800 shares

    0.38% of the 13F portfolio, value $759,656.

    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 31,250 shares
    Change vs previous 13F +900 shares

    1.01% of the 13F portfolio, value $1,816,563.

    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 30,350 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,805,522.

    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).