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Gallagher Capital Advisors, LLC: IYW position timeline

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

Gallagher Capital Advisors, LLC held 27,356 IYW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,356 shares
    Change vs previous 13F -32 shares

    3.87% of the 13F portfolio, value $7,221,876.

    13F-HR 0002085853-26-001131 filed by Gallagher Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,388 shares
    Change vs previous 13F +1,312 shares

    3.94% of the 13F portfolio, value $6,886,045.

    13F-HR 0002085853-26-000931 filed by Gallagher Capital Advisors, 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 26,076 shares
    Change vs previous 13F -509 shares

    3.19% of the 13F portfolio, value $4,730,639.

    13F-HR 0002085853-26-000566 filed by Gallagher Capital Advisors, 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 26,585 shares
    Change vs previous 13F -702 shares

    3.43% of the 13F portfolio, value $5,308,455.

    13F-HR 0002085853-26-000260 filed by Gallagher Capital Advisors, 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 27,287 shares
    Change vs previous 13F +10,978 shares

    3.28% of the 13F portfolio, value $5,698,855.

    13F-HR 0002085853-25-000234 filed by Gallagher Capital Advisors, 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 16,309 shares
    Change vs previous 13F -10,469 shares

    2.39% of the 13F portfolio, value $2,958,473.

    13F-HR 0001667731-25-001018 filed by Gallagher Capital Advisors, 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 26,778 shares
    Change vs previous 13F +41 shares

    2.87% of the 13F portfolio, value $3,760,687.

    13F-HR 0001667731-25-000488 filed by Gallagher Capital Advisors, 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 26,737 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $4,265,117.

    13F-HR 0001667731-25-000221 filed by Gallagher Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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