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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

  1. period ended2026-06-30
    13F 5,110 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 5,310 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 5,285 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 4,885 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 4,745 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 4,745 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 4,795 shares
    Change 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), ingested

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