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Genesee Capital Advisors, LLC: IYF position timeline

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

Genesee Capital Advisors, LLC held 7,180 IYF 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 7,180 shares
    Change vs previous 13F -1,474 shares

    0.29% of the 13F portfolio, value $915,537.

    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 8,654 shares
    Change vs previous 13F -3,238 shares

    0.43% of the 13F portfolio, value $1,018,245.

    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 11,892 shares
    Change vs previous 13F -386 shares

    0.62% of the 13F portfolio, value $1,533,280.

    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 12,278 shares
    Change vs previous 13F +258 shares

    0.68% of the 13F portfolio, value $1,554,832.

    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 12,020 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,454,337.

    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).