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Disclosery

Godfrey Financial Associates, Inc.: IYW position timeline

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

Godfrey Financial Associates, Inc. held 2,850 IYW 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 2,850 shares
    Change vs previous 13F +44 shares

    0.55% of the 13F portfolio, value $718,857.

    13F-HR 0002097943-26-000003 filed by Godfrey Financial Associates, Inc.
    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 2,806 shares
    Change vs previous 13F +186 shares

    0.44% of the 13F portfolio, value $509,065.

    13F-HR 0002097943-26-000002 filed by Godfrey Financial Associates, Inc.
    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 2,620 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $523,162.

    13F-HR 0002097943-26-000001 filed by Godfrey Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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