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LAZARI CAPITAL MANAGEMENT, INC.: IYH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAZARI CAPITAL MANAGEMENT, INC. on IYH, newest first. How the timeline and the estimate are built.

LAZARI CAPITAL MANAGEMENT, INC. held 4,706 IYH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,706 shares
    Change vs previous 13F -1 shares

    0.1% of the 13F portfolio, value $315,336.

    13F-HR 0001986389-26-000004 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 4,707 shares
    Change vs previous 13F -92 shares

    0.1% of the 13F portfolio, value $290,159.

    13F-HR 0001986389-26-000003 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 4,799 shares
    Change vs previous 13F +70 shares

    0.1% of the 13F portfolio, value $312,384.

    13F-HR/A 0001986389-26-000002 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 4,729 shares
    Change vs previous 13F -199 shares

    0.09% of the 13F portfolio, value $277,661.

    13F-HR 0001986389-25-000008 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 4,928 shares
    Change vs previous 13F -100 shares

    0.1% of the 13F portfolio, value $278,334.

    13F-HR 0001986389-25-000003 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 5,028 shares
    Change vs previous 13F +196 shares

    0.13% of the 13F portfolio, value $306,130.

    13F-HR 0001986389-25-000002 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 4,832 shares
    Change vs previous 13F +222 shares

    0.11% of the 13F portfolio, value $281,563.

    13F-HR 0001986389-25-000001 filed by LAZARI CAPITAL MANAGEMENT, INC.
    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 4,610 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $299,635.

    13F-HR 0001986389-24-000006 filed by LAZARI CAPITAL MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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