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Disclosery

Graetz Wealth LLC: IYR position timeline

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

Graetz Wealth LLC held 2,264 IYR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,264 shares
    Change vs previous 13F +12 shares

    0.18% of the 13F portfolio, value $231,462.

    13F-HR 0002053877-26-000003 filed by Graetz Wealth 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 2,252 shares
    Change vs previous 13F +6 shares

    0.19% of the 13F portfolio, value $212,975.

    13F-HR 0002053877-26-000002 filed by Graetz Wealth 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 2,246 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $210,864.

    13F-HR 0002053877-26-000001 filed by Graetz Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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