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Disclosery

Lewis Asset Management, LLC: IYW position timeline

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

Lewis Asset Management, LLC held 8,277 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,277 shares
    Change vs previous 13F -35 shares

    0.73% of the 13F portfolio, value $2,087,708.

    13F-HR 0002004520-26-000003 filed by Lewis Asset Management, 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 8,312 shares
    Change vs previous 13F -165 shares

    0.62% of the 13F portfolio, value $1,507,963.

    13F-HR 0002004520-26-000002 filed by Lewis Asset Management, 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 8,477 shares
    Change vs previous 13F -504 shares

    0.69% of the 13F portfolio, value $1,692,687.

    13F-HR 0002004520-26-000001 filed by Lewis Asset Management, 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 8,981 shares
    Change vs previous 13F +659 shares

    0.72% of the 13F portfolio, value $1,759,019.

    13F-HR 0002004520-25-000009 filed by Lewis Asset Management, 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 8,322 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,441,953.

    13F-HR 0002004520-25-000007 filed by Lewis Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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