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Mezzasalma Advisors, LLC: IWY position timeline

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

Mezzasalma Advisors, LLC held 34,732 IWY shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,732 shares
    Change vs previous 13F +2,261 shares

    1.18% of the 13F portfolio, value $5,822,170.

    13F-HR 0001864916-26-000005 filed by Mezzasalma Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,471 shares
    Change vs previous 13F +1,955 shares

    1.17% of the 13F portfolio, value $5,817,385.

    13F-HR 0001864916-26-000003 filed by Mezzasalma Advisors, 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 30,516 shares
    Change vs previous 13F +875 shares

    1.26% of the 13F portfolio, value $4,941,741.

    13F-HR 0001864916-26-000002 filed by Mezzasalma Advisors, 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 29,641 shares
    Change vs previous 13F +9,421 shares

    1.33% of the 13F portfolio, value $5,521,701.

    13F-HR 0001864916-26-000001 filed by Mezzasalma Advisors, 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 20,220 shares
    Change vs previous 13F +314 shares

    1.42% of the 13F portfolio, value $5,533,215.

    13F-HR 0001864916-25-000004 filed by Mezzasalma Advisors, 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 19,906 shares
    Change vs previous 13F +264 shares

    1.47% of the 13F portfolio, value $4,907,032.

    13F-HR 0001085146-25-004268 filed by Mezzasalma Advisors, 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 19,642 shares
    Change vs previous 13F +394 shares

    1.43% of the 13F portfolio, value $4,143,284.

    13F-HR 0001085146-25-002195 filed by Mezzasalma Advisors, 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 19,248 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $4,528,477.

    13F-HR 0001085146-25-000546 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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