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FORTE ASSET MANAGEMENT LLC: IYF position timeline

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

FORTE ASSET MANAGEMENT LLC held 7,531 IYF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,531 shares
    Change vs previous 13F +84 shares

    0.38% of the 13F portfolio, value $946,345.

    13F-HR 0001927129-26-000004 filed by FORTE ASSET MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,447 shares
    Change vs previous 13F +2,262 shares

    0.39% of the 13F portfolio, value $949,567.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,185 shares
    Change vs previous 13F -23,758 shares

    0.27% of the 13F portfolio, value $610,067.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 28,943 shares
    Change vs previous 13F +11,354 shares

    1.69% of the 13F portfolio, value $3,731,657.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,589 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,227,482.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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