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FORTE ASSET MANAGEMENT LLC: IYW position timeline

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

FORTE ASSET MANAGEMENT LLC held 15,199 IYW 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 15,199 shares
    Change vs previous 13F +241 shares

    1.62% of the 13F portfolio, value $4,026,084.

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

  2. period ended2026-06-30
    13F 14,958 shares
    Change vs previous 13F -1,451 shares

    1.54% of the 13F portfolio, value $3,772,730.

    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 16,409 shares
    Change vs previous 13F -4,724 shares

    1.31% of the 13F portfolio, value $2,977,010.

    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 21,133 shares
    Change vs previous 13F -12 shares

    1.92% of the 13F portfolio, value $4,219,934.

    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 21,145 shares
    Change vs previous 13F -6,820 shares

    1.99% of the 13F portfolio, value $4,141,553.

    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 27,965 shares
    Change vs previous 13F -6,435 shares

    2.47% of the 13F portfolio, value $4,845,577.

    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).

  7. period ended2025-03-31
    13F 34,400 shares
    Change vs previous 13F +4,933 shares

    2.43% of the 13F portfolio, value $4,831,199.

    13F-HR 0001927129-25-000002 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).

  8. period ended2024-12-31
    13F 29,467 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $4,700,644.

    13F-HR 0001927129-25-000001 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).