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HC Advisors, LLC: IYW position timeline

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

HC Advisors, LLC held 87,053 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,053 shares
    Change vs previous 13F -1,975 shares

    13.33% of the 13F portfolio, value $21,957,378.

    13F-HR 0001803295-26-000003 filed by HC 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 89,028 shares
    Change vs previous 13F +6,030 shares

    10.81% of the 13F portfolio, value $16,151,460.

    13F-HR 0001803295-26-000002 filed by HC 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 82,998 shares
    Change vs previous 13F +504 shares

    11.47% of the 13F portfolio, value $16,573,041.

    13F-HR 0001803295-26-000001 filed by HC 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 82,494 shares
    Change vs previous 13F +1,020 shares

    11.35% of the 13F portfolio, value $16,157,275.

    13F-HR 0001803295-25-000006 filed by HC 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 81,474 shares
    Change vs previous 13F -2,708 shares

    9.97% of the 13F portfolio, value $14,117,000.

    13F-HR 0001803295-25-000003 filed by HC 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 84,182 shares
    Change vs previous 13F +8,653 shares

    8.85% of the 13F portfolio, value $11,822,520.

    13F-HR 0001803295-25-000002 filed by HC 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 75,529 shares
    Change vs previous 13F +1,326 shares

    9.67% of the 13F portfolio, value $12,048,386.

    13F-HR 0001803295-25-000001 filed by HC 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 74,203 shares
    Change vs previous 13F not available

    9.25% of the 13F portfolio, value $11,250,659.

    13F-HR 0001803295-24-000005 filed by HC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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