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Greykasell Wealth Strategies, Inc.: IYY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Greykasell Wealth Strategies, Inc. on IYY, newest first. How the timeline and the estimate are built.

Greykasell Wealth Strategies, Inc. held 12,166 IYY 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 12,166 shares
    Change vs previous 13F -50 shares

    0.81% of the 13F portfolio, value $2,217,667.

    13F-HR 0002041220-26-000003 filed by Greykasell Wealth Strategies, 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 12,216 shares
    Change vs previous 13F -75 shares

    0.78% of the 13F portfolio, value $1,935,561.

    13F-HR 0002041220-26-000002 filed by Greykasell Wealth Strategies, 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 12,291 shares
    Change vs previous 13F -581 shares

    0.8% of the 13F portfolio, value $2,037,948.

    13F-HR 0002041220-26-000001 filed by Greykasell Wealth Strategies, Inc.
    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 12,872 shares
    Change vs previous 13F -8,095 shares

    0.88% of the 13F portfolio, value $2,091,338.

    13F-HR 0002041220-25-000003 filed by Greykasell Wealth Strategies, Inc.
    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 20,967 shares
    Change vs previous 13F -490 shares

    1.52% of the 13F portfolio, value $3,163,430.

    13F-HR 0001855205-25-000040 filed by Greykasell Wealth Strategies, Inc.
    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 21,457 shares
    Change vs previous 13F -578 shares

    1.56% of the 13F portfolio, value $2,920,326.

    13F-HR 0001855205-25-000029 filed by Greykasell Wealth Strategies, Inc.
    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 22,035 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $3,153,010.

    13F-HR 0001855205-25-000005 filed by Greykasell Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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