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Disclosery

Livet Wealth, LLC: IYW position timeline

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

Livet Wealth, LLC held 2,193 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,193 shares
    Change vs previous 13F -61 shares

    0.32% of the 13F portfolio, value $553,212.

    13F-HR 0002111409-26-000003 filed by Livet Wealth, 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 2,254 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $408,859.

    13F-HR 0002111409-26-000002 filed by Livet Wealth, 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 2,253 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $449,842.

    13F-HR 0002111409-26-000001 filed by Livet Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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