Skip to content
Disclosery

Guidance Point Advisors, LLC: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guidance Point Advisors, LLC on IYW, newest first. How the timeline and the estimate are built.

Guidance Point Advisors, LLC held 1,166 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,166 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $294,258.

    13F-HR 0001172661-26-002985 filed by Guidance Point Advisors, 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 1,166 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $211,622.

    13F-HR 0001172661-26-001740 filed by Guidance Point Advisors, 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 1,156 shares
    Change vs previous 13F -62 shares

    0.05% of the 13F portfolio, value $231,086.

    13F-HR 0001172661-26-000601 filed by Guidance Point Advisors, LLC
    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 1,218 shares
    Change vs previous 13F -1 shares

    0.06% of the 13F portfolio, value $238,802.

    13F-HR 0001172661-25-004412 filed by Guidance Point Advisors, LLC
    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 1,219 shares
    Change vs previous 13F -828 shares

    0.05% of the 13F portfolio, value $211,229.

    13F-HR 0001172661-25-002997 filed by Guidance Point Advisors, LLC
    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 2,047 shares
    Change vs previous 13F +155 shares

    0.08% of the 13F portfolio, value $287,627.

    13F-HR 0001172661-25-001819 filed by Guidance Point Advisors, LLC
    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 1,892 shares
    Change vs previous 13F +439 shares

    0.08% of the 13F portfolio, value $301,830.

    13F-HR 0001172661-25-000717 filed by Guidance Point Advisors, LLC
    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 1,453 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $220,392.

    13F-HR 0001172661-24-004408 filed by Guidance Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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