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Disclosery

GLOBALT Investments LLC / GA: IYR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GLOBALT Investments LLC / GA on IYR, newest first. How the timeline and the estimate are built.

GLOBALT Investments LLC / GA held 7,837 IYR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,837 shares
    Change vs previous 13F -408 shares

    0.03% of the 13F portfolio, value $801,333.

    13F-HR 0002085853-26-000974 filed by GLOBALT Investments LLC / GA
    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 8,245 shares
    Change vs previous 13F -117 shares

    0.03% of the 13F portfolio, value $779,647.

    13F-HR 0002085853-26-000597 filed by GLOBALT Investments LLC / GA
    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 8,362 shares
    Change vs previous 13F -174 shares

    0.03% of the 13F portfolio, value $785,108.

    13F-HR 0002085853-26-000207 filed by GLOBALT Investments LLC / GA
    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 8,536 shares
    Change vs previous 13F -473 shares

    0.03% of the 13F portfolio, value $828,675.

    13F-HR 0002085853-25-000087 filed by GLOBALT Investments LLC / GA
    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 9,009 shares
    Change vs previous 13F -1,037 shares

    0.03% of the 13F portfolio, value $853,783.

    13F-HR 0001667731-25-001023 filed by GLOBALT Investments LLC / GA
    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 10,046 shares
    Change vs previous 13F -1,060 shares

    0.04% of the 13F portfolio, value $961,904.

    13F-HR 0001667731-25-000602 filed by GLOBALT Investments LLC / GA
    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 11,106 shares
    Change vs previous 13F -338 shares

    0.04% of the 13F portfolio, value $1,033,524.

    13F-HR 0001667731-25-000233 filed by GLOBALT Investments LLC / GA
    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 11,444 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,165,800.

    13F-HR 0001951368-24-000003 filed by GLOBALT Investments LLC / GA
    Filed (acceptance time not in the bulk data set), ingested

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