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Disclosery

Gimbal Financial: IYC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gimbal Financial on IYC, newest first. How the timeline and the estimate are built.

Gimbal Financial held 158,527 IYC shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 158,527 shares
    Change vs previous 13F +2,403 shares

    9.98% of the 13F portfolio, value $16,613,674.

    13F-HR 0001835206-25-000006 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 156,124 shares
    Change vs previous 13F not available

    9.56% of the 13F portfolio, value $15,556,188.

    13F-HR 0001835206-25-000004 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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