Skip to content
Disclosery

Laurel Wealth Advisors LLC: IYH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Laurel Wealth Advisors LLC on IYH, newest first. How the timeline and the estimate are built.

Laurel Wealth Advisors LLC held 38,497 IYH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,497 shares
    Change vs previous 13F +101 shares

    0.25% of the 13F portfolio, value $2,579,665.

    13F-HR 0001757128-26-000003 filed by Laurel Wealth Advisors 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 38,396 shares
    Change vs previous 13F +440 shares

    0.23% of the 13F portfolio, value $2,319,897.

    13F-HR 0001757128-26-000002 filed by Laurel Wealth Advisors 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 37,956 shares
    Change vs previous 13F +706 shares

    0.33% of the 13F portfolio, value $2,470,903.

    13F-HR 0001757128-26-000001 filed by Laurel Wealth Advisors 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 37,250 shares
    Change vs previous 13F +2,775 shares

    0.31% of the 13F portfolio, value $2,187,307.

    13F-HR 0001757128-25-000008 filed by Laurel Wealth Advisors 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/A 34,475 shares
    Change vs previous 13F +4,251 shares

    0.29% of the 13F portfolio, value $1,947,096.

    13F-HR/A 0001757128-25-000009 filed by Laurel Wealth Advisors 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 30,224 shares
    Change vs previous 13F +151 shares

    0.29% of the 13F portfolio, value $1,840,306.

    13F-HR 0001757128-25-000003 filed by Laurel Wealth Advisors 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 30,073 shares
    Change vs previous 13F +1,290 shares

    0.27% of the 13F portfolio, value $1,752,348.

    13F-HR 0001757128-25-000001 filed by Laurel Wealth Advisors 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 28,783 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,870,842.

    13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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