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Disclosery

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT on IYW, newest first. How the timeline and the estimate are built.

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held 6,029 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,029 shares
    Change vs previous 13F -1,291 shares

    0.43% of the 13F portfolio, value $1,520,598.

    13F-HR 0001214659-26-008871 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 7,320 shares
    Change vs previous 13F -1,623 shares

    0.45% of the 13F portfolio, value $1,327,933.

    13F-HR 0001214659-26-005467 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 8,943 shares
    Change vs previous 13F -4,752 shares

    0.62% of the 13F portfolio, value $1,785,822.

    13F-HR 0001214659-26-000861 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 13,695 shares
    Change vs previous 13F -14,687 shares

    0.98% of the 13F portfolio, value $2,682,348.

    13F-HR 0001214659-25-015511 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 28,382 shares
    Change vs previous 13F -12,209 shares

    1.97% of the 13F portfolio, value $4,917,819.

    13F-HR 0001214659-25-010956 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 40,591 shares
    Change vs previous 13F +2,723 shares

    2.57% of the 13F portfolio, value $5,709,551.

    13F-HR 0001214659-25-007390 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 37,868 shares
    Change vs previous 13F +4,955 shares

    2.83% of the 13F portfolio, value $6,040,736.

    13F-HR 0001214659-25-000551 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 32,913 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $4,990,297.

    13F-HR 0001214659-24-017369 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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