Skip to content

High Falls Advisors, Inc: IYW position timeline

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

High Falls Advisors, Inc held 9,487 IYW shares at 2025-12-31 per its 13F-HR filed 2026-02-18.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 9,487 shares
    Change vs previous 13F -4,077 shares

    0.38% of the 13F portfolio, value $1,894,414.

    13F-HR 0001569139-26-000001 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 13,564 shares
    Change vs previous 13F -45,367 shares

    0.55% of the 13F portfolio, value $2,656,689.

    13F-HR 0001569139-25-000002 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 58,931 shares
    Change vs previous 13F -6,864 shares

    2.26% of the 13F portfolio, value $10,211,058.

    13F-HR 0001085146-25-005304 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 65,795 shares
    Change vs previous 13F +725 shares

    2.17% of the 13F portfolio, value $9,240,188.

    13F-HR 0001085146-25-003034 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 65,070 shares
    Change vs previous 13F -4,010 shares

    2.41% of the 13F portfolio, value $10,379,986.

    13F-HR 0001085146-25-001518 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 69,080 shares
    Change vs previous 13F -7,008 shares

    2.4% of the 13F portfolio, value $10,473,845.

    13F-HR 0001085146-24-005983 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 76,088 shares
    Change vs previous 13F -1,271 shares

    2.78% of the 13F portfolio, value $11,451,237.

    13F-HR 0001085146-24-004025 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 77,359 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $10,448,172.

    13F-HR 0001085146-24-002650 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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