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FORTE ASSET MANAGEMENT LLC: IYR position timeline

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

FORTE ASSET MANAGEMENT LLC held 36,365 IYR 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 36,365 shares
    Change vs previous 13F -746 shares

    1.39% of the 13F portfolio, value $3,456,109.

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

  2. period ended2026-06-30
    13F 37,111 shares
    Change vs previous 13F +1,103 shares

    1.55% of the 13F portfolio, value $3,794,552.

    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 36,008 shares
    Change vs previous 13F +1,867 shares

    1.49% of the 13F portfolio, value $3,404,919.

    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 34,141 shares
    Change vs previous 13F +2,252 shares

    1.46% of the 13F portfolio, value $3,205,501.

    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 31,889 shares
    Change vs previous 13F +25 shares

    1.49% of the 13F portfolio, value $3,095,742.

    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 31,864 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $3,019,776.

    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).