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HOWARD BAILEY SECURITIES, LLC: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWARD BAILEY SECURITIES, LLC on IWY, newest first. How the timeline and the estimate are built.

HOWARD BAILEY SECURITIES, LLC held 114,885 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,885 shares
    Change vs previous 13F +3,023 shares

    12.52% of the 13F portfolio, value $33,387,797.

    13F-HR 0002043986-26-000006 filed by HOWARD BAILEY SECURITIES, 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 111,862 shares
    Change vs previous 13F +2,110 shares

    11.45% of the 13F portfolio, value $27,835,836.

    13F-HR 0002043986-26-000005 filed by HOWARD BAILEY SECURITIES, 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 109,752 shares
    Change vs previous 13F +5,906 shares

    11.98% of the 13F portfolio, value $30,394,801.

    13F-HR 0002043986-26-000001 filed by HOWARD BAILEY SECURITIES, 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/A 103,846 shares
    Change vs previous 13F +2,011 shares

    8.09% of the 13F portfolio, value $28,417,408.

    13F-HR/A 0002043986-26-000004 filed by HOWARD BAILEY SECURITIES, 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/A 101,835 shares
    Change vs previous 13F +4,223 shares

    7.74% of the 13F portfolio, value $25,103,337.

    13F-HR/A 0002043986-26-000003 filed by HOWARD BAILEY SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 97,612 shares
    Change vs previous 13F +6,131 shares

    6.86% of the 13F portfolio, value $20,590,364.

    13F-HR/A 0002043986-26-000002 filed by HOWARD BAILEY SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 91,481 shares
    Change vs previous 13F +1,201 shares

    7.99% of the 13F portfolio, value $21,522,738.

    13F-HR 0002043986-25-000001 filed by HOWARD BAILEY SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 90,280 shares
    Change vs previous 13F not available

    7.53% of the 13F portfolio, value $19,866,136.

    13F-HR 0002043986-24-000001 filed by HOWARD BAILEY SECURITIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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