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FORTE ASSET MANAGEMENT LLC: IYG position timeline

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

FORTE ASSET MANAGEMENT LLC held 46,227 IYG 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 46,227 shares
    Change vs previous 13F +329 shares

    1.68% of the 13F portfolio, value $4,156,735.

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

  2. period ended2026-06-30
    13F 45,898 shares
    Change vs previous 13F +17,279 shares

    1.7% of the 13F portfolio, value $4,152,422.

    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 28,619 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,370,798.

    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).