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Disclosery

Finley Financial, LLC: IYR position timeline

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

Finley Financial, LLC held 9,750 IYR 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 9,750 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $996,938.

    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 9,750 shares
    Change vs previous 13F -835 shares

    0.43% of the 13F portfolio, value $921,960.

    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 10,585 shares
    Change vs previous 13F -280 shares

    0.46% of the 13F portfolio, value $993,826.

    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 10,865 shares
    Change vs previous 13F -125 shares

    0.49% of the 13F portfolio, value $1,054,774.

    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 10,990 shares
    Change vs previous 13F -505 shares

    0.52% of the 13F portfolio, value $1,041,522.

    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 11,495 shares
    Change vs previous 13F -3,465 shares

    0.6% of the 13F portfolio, value $1,073,288.

    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 14,960 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,373,926.

    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).