Skip to content
Disclosery

KERR FINANCIAL PLANNING Corp: IYY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KERR FINANCIAL PLANNING Corp on IYY, newest first. How the timeline and the estimate are built.

KERR FINANCIAL PLANNING Corp held 9,769 IYY shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,769 shares
    Change vs previous 13F -25 shares

    1.99% of the 13F portfolio, value $1,780,690.

    13F-HR 0002095947-26-000006 filed by KERR FINANCIAL PLANNING Corp
    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/A 9,794 shares
    Change vs previous 13F +303 shares

    1.19% of the 13F portfolio, value $1,691,449.

    13F-HR/A 0002095947-26-000005 filed by KERR FINANCIAL PLANNING Corp
    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/A 9,491 shares
    Change vs previous 13F +2,032 shares

    2.12% of the 13F portfolio, value $1,566,528.

    13F-HR/A 0002095947-26-000003 filed by KERR FINANCIAL PLANNING Corp
    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/A 7,459 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $1,219,601.

    13F-HR/A 0002095947-26-000004 filed by KERR FINANCIAL PLANNING Corp
    Filed (acceptance time not in the bulk data set), ingested

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