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HARMONY ASSET MANAGEMENT LLC: IYW position timeline

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

HARMONY ASSET MANAGEMENT LLC held 6,498 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,498 shares
    Change vs previous 13F -85 shares

    0.44% of the 13F portfolio, value $1,639,001.

    13F-HR 0001104659-26-084977 filed by HARMONY ASSET MANAGEMENT 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 6,583 shares
    Change vs previous 13F +278 shares

    0.36% of the 13F portfolio, value $1,194,218.

    13F-HR 0001104659-26-055537 filed by HARMONY ASSET MANAGEMENT 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 6,305 shares
    Change vs previous 13F -4,383 shares

    0.42% of the 13F portfolio, value $1,258,977.

    13F-HR 0001104659-26-011362 filed by HARMONY ASSET MANAGEMENT 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 10,688 shares
    Change vs previous 13F +1,294 shares

    0.72% of the 13F portfolio, value $2,093,449.

    13F-HR 0001104659-25-106777 filed by HARMONY ASSET MANAGEMENT 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 9,394 shares
    Change vs previous 13F -534 shares

    0.61% of the 13F portfolio, value $1,627,654.

    13F-HR 0001104659-25-078435 filed by HARMONY ASSET MANAGEMENT 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 9,928 shares
    Change vs previous 13F +245 shares

    0.59% of the 13F portfolio, value $1,394,241.

    13F-HR 0001104659-25-043141 filed by HARMONY ASSET MANAGEMENT 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 9,683 shares
    Change vs previous 13F -4,146 shares

    0.61% of the 13F portfolio, value $1,544,643.

    13F-HR 0001104659-25-014410 filed by HARMONY ASSET MANAGEMENT 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 13,829 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,096,763.

    13F-HR 0001104659-24-117939 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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