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FPC INVESTMENT ADVISORY, INC.: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FPC INVESTMENT ADVISORY, INC. on IYW, newest first. How the timeline and the estimate are built.

FPC INVESTMENT ADVISORY, INC. held 2,003 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,003 shares
    Change vs previous 13F -750 shares

    0.23% of the 13F portfolio, value $479,198.

    13F-HR 0001420506-26-001636 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,753 shares
    Change vs previous 13F -730 shares

    0.3% of the 13F portfolio, value $597,870.

    13F-HR 0001420506-26-000782 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,483 shares
    Change vs previous 13F -407 shares

    0.38% of the 13F portfolio, value $695,486.

    13F-HR 0001420506-26-000235 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,890 shares
    Change vs previous 13F -1,681 shares

    0.46% of the 13F portfolio, value $761,896.

    13F-HR 0001420506-25-002946 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,571 shares
    Change vs previous 13F -164 shares

    0.63% of the 13F portfolio, value $1,008,574.

    13F-HR 0001420506-25-001938 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,735 shares
    Change vs previous 13F -43 shares

    0.58% of the 13F portfolio, value $844,709.

    13F-HR 0001420506-25-000897 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,778 shares
    Change vs previous 13F -1,847 shares

    0.67% of the 13F portfolio, value $922,574.

    13F-HR 0001986152-25-000013 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,625 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,146,495.

    13F-HR 0001986152-24-000050 filed by FPC INVESTMENT ADVISORY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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