Infinity Wealth Counsel, LLC: IYR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Infinity Wealth Counsel, LLC on IYR, newest first. How the timeline and the estimate are built.
Infinity Wealth Counsel, LLC held 5,110 IYR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 5,110 sharesChange vs previous 13F -200 shares
0.42% of the 13F portfolio, value $522,498.
13F-HR 0001172661-26-002532 filed by Infinity Wealth Counsel, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,310 sharesChange vs previous 13F +25 shares
0.46% of the 13F portfolio, value $502,114.
13F-HR 0001172661-26-001412 filed by Infinity Wealth Counsel, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,285 sharesChange vs previous 13F +400 shares
0.45% of the 13F portfolio, value $496,209.
13F-HR 0001172661-26-000195 filed by Infinity Wealth Counsel, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,885 sharesChange vs previous 13F +140 shares
0.46% of the 13F portfolio, value $474,236.
13F-HR 0001172661-25-004179 filed by Infinity Wealth Counsel, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,745 sharesChange vs previous 13F 0 shares
0.45% of the 13F portfolio, value $449,684.
13F-HR 0001172661-25-002573 filed by Infinity Wealth Counsel, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,745 sharesChange vs previous 13F -50 shares
0.49% of the 13F portfolio, value $454,334.
13F-HR 0001172661-25-001719 filed by Infinity Wealth Counsel, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,795 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $446,223.
13F-HR 0001172661-25-001718 filed by Infinity Wealth Counsel, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).