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Disclosery

MA Private Wealth: IYW position timeline

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

MA Private Wealth held 26,280 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 26,280 shares
    Change vs previous 13F -16,924 shares

    0.99% of the 13F portfolio, value $6,628,604.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 43,204 shares
    Change vs previous 13F -464 shares

    1.33% of the 13F portfolio, value $7,838,070.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 43,668 shares
    Change vs previous 13F -75,921 shares

    1.45% of the 13F portfolio, value $8,719,626.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 119,589 shares
    Change vs previous 13F -555 shares

    3.94% of the 13F portfolio, value $23,422,643.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 120,144 shares
    Change vs previous 13F +778 shares

    3.72% of the 13F portfolio, value $20,817,299.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 119,366 shares
    Change vs previous 13F +1,277 shares

    3.15% of the 13F portfolio, value $16,763,719.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 118,089 shares
    Change vs previous 13F +1,000 shares

    3.52% of the 13F portfolio, value $18,837,509.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 117,089 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $17,752,989.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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