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High Net Worth Advisory Group LLC: IYRI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Net Worth Advisory Group LLC on IYRI, newest first. How the timeline and the estimate are built.

High Net Worth Advisory Group LLC held 16,117 IYRI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,117 shares
    Change vs previous 13F -80 shares

    0.17% of the 13F portfolio, value $791,506.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 16,197 shares
    Change vs previous 13F +398 shares

    0.18% of the 13F portfolio, value $765,956.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group 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 15,799 shares
    Change vs previous 13F -3,743 shares

    0.18% of the 13F portfolio, value $767,831.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group 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 19,542 shares
    Change vs previous 13F +7,042 shares

    0.24% of the 13F portfolio, value $987,653.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group 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 12,500 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $625,000.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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