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Disclosery

HEMMING& WEALTH MANAGEMENT, INC.: IYW position timeline

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

HEMMING& WEALTH MANAGEMENT, INC. held 19,938 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,938 shares
    Change vs previous 13F -49,009 shares

    3.06% of the 13F portfolio, value $5,028,970.

    13F-HR 0001951757-26-001100 filed by HEMMING& WEALTH MANAGEMENT, 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 68,947 shares
    Change vs previous 13F +25,706 shares

    8.73% of the 13F portfolio, value $12,508,333.

    13F-HR 0001951757-26-000729 filed by HEMMING& WEALTH MANAGEMENT, 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 43,241 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $8,634,386.

    13F-HR 0001951757-26-000500 filed by HEMMING& WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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