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Disclosery

Finley Financial, LLC: IYW position timeline

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

Finley Financial, LLC held 60,556 IYW 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 60,556 shares
    Change vs previous 13F -1,061 shares

    6.15% of the 13F portfolio, value $15,274,040.

    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 61,617 shares
    Change vs previous 13F +625 shares

    5.23% of the 13F portfolio, value $11,178,556.

    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 60,992 shares
    Change vs previous 13F +176 shares

    5.58% of the 13F portfolio, value $12,178,883.

    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 60,816 shares
    Change vs previous 13F +1,710 shares

    5.51% of the 13F portfolio, value $11,911,422.

    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 59,106 shares
    Change vs previous 13F +80 shares

    5.15% of the 13F portfolio, value $10,241,297.

    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 59,026 shares
    Change vs previous 13F +1,605 shares

    4.7% of the 13F portfolio, value $8,431,864.

    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 57,421 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $9,196,547.

    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).