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Disclosery

High Point Wealth Management, LLC: IYW position timeline

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

High Point Wealth Management, LLC held 50,732 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 50,732 shares
    Change vs previous 13F -1,384 shares

    10.47% of the 13F portfolio, value $12,796,086.

    13F-HR 0002106882-26-000003 filed by High Point Wealth 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 52,116 shares
    Change vs previous 13F -482 shares

    9.13% of the 13F portfolio, value $9,454,858.

    13F-HR 0002106882-26-000002 filed by High Point Wealth 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 52,598 shares
    Change vs previous 13F not available

    9.86% of the 13F portfolio, value $10,502,770.

    13F-HR 0002106882-26-000001 filed by High Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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