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Disclosery

Lloyd Advisory Services, LLC.: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lloyd Advisory Services, LLC. on IWY, newest first. How the timeline and the estimate are built.

Lloyd Advisory Services, LLC. held 8,072 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,072 shares
    Change vs previous 13F -160,189 shares

    0.91% of the 13F portfolio, value $2,345,945.

    13F-HR 0001802474-26-000003 filed by Lloyd Advisory Services, 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 168,261 shares
    Change vs previous 13F +163,127 shares

    11.98% of the 13F portfolio, value $41,870,005.

    13F-HR 0001802474-26-000002 filed by Lloyd Advisory Services, 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 5,134 shares
    Change vs previous 13F -5,156 shares

    0.55% of the 13F portfolio, value $1,421,867.

    13F-HR 0001802474-26-000001 filed by Lloyd Advisory Services, 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 10,290 shares
    Change vs previous 13F -208 shares

    1.33% of the 13F portfolio, value $2,816,068.

    13F-HR 0001802474-25-000006 filed by Lloyd Advisory Services, 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 10,498 shares
    Change vs previous 13F +5,457 shares

    1.25% of the 13F portfolio, value $2,587,906.

    13F-HR 0001802474-25-000003 filed by Lloyd Advisory Services, 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 5,041 shares
    Change vs previous 13F -128 shares

    0.53% of the 13F portfolio, value $1,063,374.

    13F-HR 0001904664-25-000002 filed by Lloyd Advisory Services, 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 5,169 shares
    Change vs previous 13F -7,807 shares

    0.58% of the 13F portfolio, value $1,215,887.

    13F-HR 0001802474-25-000001 filed by Lloyd Advisory Services, 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 12,976 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $2,855,155.

    13F-HR 0001802474-24-000006 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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