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Genesee Capital Advisors, LLC: IAI position timeline

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

Genesee Capital Advisors, LLC held 5,884 IAI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,884 shares
    Change vs previous 13F -2,636 shares

    0.33% of the 13F portfolio, value $1,031,644.

    13F-HR 0001951757-26-001110 filed by Genesee Capital Advisors, LLC
    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 8,520 shares
    Change vs previous 13F -414 shares

    0.59% of the 13F portfolio, value $1,398,759.

    13F-HR 0001951757-26-000693 filed by Genesee 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 ended2025-12-31
    13F 8,934 shares
    Change vs previous 13F -297 shares

    0.64% of the 13F portfolio, value $1,602,565.

    13F-HR 0001951757-26-000194 filed by Genesee 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 ended2025-09-30
    13F 9,231 shares
    Change vs previous 13F -158 shares

    0.71% of the 13F portfolio, value $1,632,701.

    13F-HR 0001951757-25-001255 filed by Genesee 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 ended2025-06-30
    13F 9,389 shares
    Change vs previous 13F +3,490 shares

    0.71% of the 13F portfolio, value $1,588,048.

    13F-HR 0001951757-25-000968 filed by Genesee 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 ended2025-03-31
    13F 5,899 shares
    Change vs previous 13F -2,305 shares

    0.41% of the 13F portfolio, value $826,562.

    13F-HR 0001951757-25-000406 filed by Genesee 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 ended2024-12-31
    13F 8,204 shares
    Change vs previous 13F +292 shares

    0.55% of the 13F portfolio, value $1,182,206.

    13F-HR 0001951757-25-000099 filed by Genesee 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 ended2024-09-30
    13F 7,912 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,017,209.

    13F-HR 0001951757-24-001086 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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