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LexAurum Advisors, LLC: IYW position timeline

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

LexAurum Advisors, LLC held 1,623 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,623 shares
    Change vs previous 13F -820 shares

    0.05% of the 13F portfolio, value $409,390.

    13F-HR 0001729677-26-000010 filed by LexAurum 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 2,443 shares
    Change vs previous 13F -1,546 shares

    0.06% of the 13F portfolio, value $443,199.

    13F-HR 0001729677-26-000005 filed by LexAurum 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 ended2025-09-30
    13F 3,989 shares
    Change vs previous 13F -117 shares

    0.11% of the 13F portfolio, value $781,213.

    13F-HR 0001729677-25-000010 filed by LexAurum 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 ended2025-06-30
    13F 4,106 shares
    Change vs previous 13F -163 shares

    0.11% of the 13F portfolio, value $711,491.

    13F-HR 0001085146-25-003938 filed by LexAurum 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 ended2025-03-31
    13F 4,269 shares
    Change vs previous 13F +46 shares

    0.11% of the 13F portfolio, value $599,570.

    13F-HR 0001085146-25-002076 filed by LexAurum 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 ended2024-12-31
    13F 4,223 shares
    Change vs previous 13F -80 shares

    0.13% of the 13F portfolio, value $673,654.

    13F-HR 0001085146-25-000345 filed by LexAurum 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 ended2024-09-30
    13F 4,303 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $652,450.

    13F-HR 0001085146-24-004967 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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