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Genesee Capital Advisors, LLC: IAK position timeline

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

Genesee Capital Advisors, LLC held 6,304 IAK 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 6,304 shares
    Change vs previous 13F -1,195 shares

    0.28% of the 13F portfolio, value $886,124.

    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 7,499 shares
    Change vs previous 13F -535 shares

    0.4% of the 13F portfolio, value $962,032.

    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 8,034 shares
    Change vs previous 13F -2,728 shares

    0.44% of the 13F portfolio, value $1,093,830.

    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 10,762 shares
    Change vs previous 13F +194 shares

    0.63% of the 13F portfolio, value $1,442,416.

    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 10,568 shares
    Change vs previous 13F +4,188 shares

    0.64% of the 13F portfolio, value $1,421,030.

    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 6,380 shares
    Change vs previous 13F -3,174 shares

    0.44% of the 13F portfolio, value $879,257.

    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 9,554 shares
    Change vs previous 13F +342 shares

    0.56% of the 13F portfolio, value $1,208,256.

    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 9,212 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,188,792.

    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).