Gitterman Wealth Management, LLC: IYW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gitterman Wealth Management, LLC on IYW, newest first. How the timeline and the estimate are built.
Gitterman Wealth Management, LLC held 0 IYW shares at 2025-09-30 per its 13F-HR filed 2025-11-04.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -140 shares
13F-HR 0001172661-25-004565 filed by Gitterman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 140 sharesChange vs previous 13F +140 shares
0.01% of the 13F portfolio, value $24,084.
13F-HR 0001172661-25-003057 filed by Gitterman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -61,811 shares
13F-HR 0001172661-25-001806 filed by Gitterman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 61,811 sharesChange vs previous 13F -63 shares
4.12% of the 13F portfolio, value $9,861,047.
13F-HR 0001172661-25-000607 filed by Gitterman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 61,874 sharesChange vs previous 13F not available
3.91% of the 13F portfolio, value $9,381,907.
13F-HR 0001172661-24-004642 filed by Gitterman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).