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Howard Capital Management Group, LLC: IYW position timeline

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

Howard Capital Management Group, LLC held 176,535 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,535 shares
    Change vs previous 13F -3,723 shares

    2.72% of the 13F portfolio, value $44,527,456.

    13F-HR 0001140361-26-028672 filed by Howard Capital Management 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 180,258 shares
    Change vs previous 13F -1,029 shares

    2.17% of the 13F portfolio, value $32,702,474.

    13F-HR 0001140361-26-014857 filed by Howard Capital Management 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 181,287 shares
    Change vs previous 13F -1,504 shares

    2.29% of the 13F portfolio, value $36,199,391.

    13F-HR 0001140361-26-001512 filed by Howard Capital Management 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 182,791 shares
    Change vs previous 13F -12,101 shares

    2.27% of the 13F portfolio, value $35,801,395.

    13F-HR 0001140361-25-038301 filed by Howard Capital Management 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 194,892 shares
    Change vs previous 13F -1,850 shares

    2.35% of the 13F portfolio, value $33,769,014.

    13F-HR 0001140361-25-026028 filed by Howard Capital Management Group, 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 196,742 shares
    Change vs previous 13F -7,681 shares

    2.15% of the 13F portfolio, value $27,630,487.

    13F-HR 0001140361-25-014141 filed by Howard Capital Management Group, 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 204,423 shares
    Change vs previous 13F -4,497 shares

    2.23% of the 13F portfolio, value $32,609,524.

    13F-HR 0001140361-25-001313 filed by Howard Capital Management Group, 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/A 208,920 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $31,676,511.

    13F-HR/A 0001140361-24-047331 filed by Howard Capital Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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