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FORTE ASSET MANAGEMENT LLC: IYH position timeline

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

FORTE ASSET MANAGEMENT LLC held 59,479 IYH 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 59,479 shares
    Change vs previous 13F -18,101 shares

    1.72% of the 13F portfolio, value $4,256,299.

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

  2. period ended2026-06-30
    13F 77,580 shares
    Change vs previous 13F +11,628 shares

    2.12% of the 13F portfolio, value $5,198,666.

    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 65,952 shares
    Change vs previous 13F -590 shares

    1.78% of the 13F portfolio, value $4,065,298.

    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 66,542 shares
    Change vs previous 13F -7,912 shares

    1.97% of the 13F portfolio, value $4,331,881.

    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 74,454 shares
    Change vs previous 13F +2,526 shares

    2.1% of the 13F portfolio, value $4,371,915.

    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).

  6. period ended2025-06-30
    13F 71,928 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $4,062,507.

    13F-HR 0001927129-25-000004 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).