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INVICTUS PRIVATE WEALTH, LLC: IYW position timeline

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

INVICTUS PRIVATE WEALTH, LLC held 5,749 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,749 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,450,070.

    13F-HR 0001172661-26-002832 filed by INVICTUS PRIVATE WEALTH, 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 5,749 shares
    Change vs previous 13F -84 shares

    0.06% of the 13F portfolio, value $1,042,984.

    13F-HR 0001172661-26-001764 filed by INVICTUS PRIVATE WEALTH, 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 5,833 shares
    Change vs previous 13F -36 shares

    0.07% of the 13F portfolio, value $1,164,733.

    13F-HR 0001172661-26-000744 filed by INVICTUS PRIVATE WEALTH, 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 5,869 shares
    Change vs previous 13F -1 shares

    0.07% of the 13F portfolio, value $1,149,502.

    13F-HR 0001172661-25-004671 filed by INVICTUS PRIVATE WEALTH, 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 5,870 shares
    Change vs previous 13F -140 shares

    0.07% of the 13F portfolio, value $1,017,095.

    13F-HR 0001172661-25-002723 filed by INVICTUS PRIVATE WEALTH, 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 6,010 shares
    Change vs previous 13F -33 shares

    0.07% of the 13F portfolio, value $844,044.

    13F-HR 0001172661-25-001619 filed by INVICTUS PRIVATE WEALTH, 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 6,043 shares
    Change vs previous 13F -8 shares

    0.07% of the 13F portfolio, value $963,979.

    13F-HR 0001172661-25-001069 filed by INVICTUS PRIVATE WEALTH, 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 6,051 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $917,453.

    13F-HR 0001172661-24-004409 filed by INVICTUS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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