Householder Group Estate & Retirement Specialist, LLC: IYW position timeline

Householder Group Estate & Retirement Specialist, LLC held 4 IYW shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 4 shares

   Change vs previous 13F -21,851 shares

   0% of the 13F portfolio, value $0.

   13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 21,855 shares

   Change vs previous 13F -2,164 shares

   0.96% of the 13F portfolio, value $3,313,000.

   13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 24,019 shares

   Change vs previous 13F -6,129 shares

   1.01% of the 13F portfolio, value $3,614,000.

   13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 30,148 shares

   Change vs previous 13F +13,484 shares

   1.21% of the 13F portfolio, value $4,071,801.

   13F-HR 0001881590-24-000002 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 16,664 shares

   Change vs previous 13F -1,247 shares

   0.67% of the 13F portfolio, value $2,045,000.

   13F-HR 0001881590-24-000001 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 17,911 shares

   Change vs previous 13F -3,161 shares

   0.68% of the 13F portfolio, value $1,879,324.

   13F-HR 0001881590-23-000005 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-03-31

   13F 21,072 shares

   Change vs previous 13F not available

   0.75% of the 13F portfolio, value $1,956,000.

   13F-HR 0001881590-23-000002 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2023-04-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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