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Matthew Goff Investment Advisor, LLC: IYW position timeline

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

Matthew Goff Investment Advisor, LLC held 15,429 IYW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,429 shares
    Change vs previous 13F -1,241 shares

    0.61% of the 13F portfolio, value $4,087,069.

    13F-HR 0001754960-26-000851 filed by Matthew Goff Investment Advisor, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,670 shares
    Change vs previous 13F -233 shares

    0.71% of the 13F portfolio, value $4,204,604.

    13F-HR 0001754960-26-000412 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 16,903 shares
    Change vs previous 13F -208 shares

    0.51% of the 13F portfolio, value $3,066,492.

    13F-HR 0001754960-26-000273 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,111 shares
    Change vs previous 13F -593 shares

    0.61% of the 13F portfolio, value $3,416,671.

    13F-HR 0001754960-26-000058 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,704 shares
    Change vs previous 13F -137 shares

    0.59% of the 13F portfolio, value $3,467,453.

    13F-HR 0001754960-25-000671 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,841 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $3,091,263.

    13F-HR 0001754960-25-000355 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,841 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $2,505,552.

    13F-HR 0001754960-25-000216 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,841 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,845,953.

    13F-HR 0001754960-25-000049 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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