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Disclosery

Finley Financial, LLC: IYY position timeline

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

Finley Financial, LLC held 14,017 IYY 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 14,017 shares
    Change vs previous 13F -1,000 shares

    1.03% of the 13F portfolio, value $2,555,019.

    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 15,017 shares
    Change vs previous 13F -970 shares

    1.11% of the 13F portfolio, value $2,379,444.

    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 15,987 shares
    Change vs previous 13F -210 shares

    1.21% of the 13F portfolio, value $2,650,804.

    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 16,197 shares
    Change vs previous 13F 0 shares

    1.22% of the 13F portfolio, value $2,631,656.

    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 16,197 shares
    Change vs previous 13F -300 shares

    1.23% of the 13F portfolio, value $2,443,706.

    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 16,497 shares
    Change vs previous 13F -1,381 shares

    1.24% of the 13F portfolio, value $2,228,085.

    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 17,878 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,591,774.

    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).