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Disclosery

LongView Wealth Management: IYW position timeline

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

LongView Wealth Management held 12,509 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,509 shares
    Change vs previous 13F -178 shares

    0.81% of the 13F portfolio, value $3,155,134.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 12,687 shares
    Change vs previous 13F -304 shares

    0.64% of the 13F portfolio, value $2,560,597.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 12,991 shares
    Change vs previous 13F -238 shares

    0.64% of the 13F portfolio, value $2,629,539.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 13,229 shares
    Change vs previous 13F +190 shares

    0.7% of the 13F portfolio, value $2,591,126.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 13,039 shares
    Change vs previous 13F -53 shares

    0.68% of the 13F portfolio, value $2,259,327.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 13,092 shares
    Change vs previous 13F -2 shares

    0.55% of the 13F portfolio, value $1,838,705.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 13,094 shares
    Change vs previous 13F +55 shares

    0.64% of the 13F portfolio, value $2,088,784.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 13,039 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,976,977.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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