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Disclosery

Lavaca Capital LLC: IYW position timeline

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

Lavaca Capital LLC held 6,059 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,059 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,528,262.

    13F-HR 0001420506-26-001747 filed by Lavaca Capital 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 6,059 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,099,224.

    13F-HR 0001420506-26-000974 filed by Lavaca Capital 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 6,059 shares
    Change vs previous 13F +59 shares

    0.2% of the 13F portfolio, value $1,209,861.

    13F-HR 0001420506-26-000409 filed by Lavaca Capital 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 6,000 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,175,160.

    13F-HR 0001420506-25-003207 filed by Lavaca Capital 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 6,000 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,039,620.

    13F-HR/A 0001420506-25-002565 filed by Lavaca Capital 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 6,000 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $842,640.

    13F-HR 0001420506-25-001149 filed by Lavaca Capital 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 6,000 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $957,120.

    13F-HR 0001420506-25-000523 filed by Lavaca Capital 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 6,000 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $909,720.

    13F-HR 0001420506-24-002579 filed by Lavaca Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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