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Mezzasalma Advisors, LLC: IYZ position timeline

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

Mezzasalma Advisors, LLC held 8,579 IYZ 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 8,579 shares
    Change vs previous 13F +22 shares

    0.07% of the 13F portfolio, value $353,268.

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

  2. period ended2026-06-30
    13F 8,557 shares
    Change vs previous 13F +19 shares

    0.07% of the 13F portfolio, value $362,049.

    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 8,538 shares
    Change vs previous 13F +18 shares

    0.09% of the 13F portfolio, value $335,731.

    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 8,520 shares
    Change vs previous 13F +29 shares

    0.07% of the 13F portfolio, value $289,683.

    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 8,491 shares
    Change vs previous 13F +33 shares

    0.07% of the 13F portfolio, value $273,910.

    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 8,458 shares
    Change vs previous 13F +21 shares

    0.08% of the 13F portfolio, value $251,892.

    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 8,437 shares
    Change vs previous 13F +31 shares

    0.08% of the 13F portfolio, value $231,092.

    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 8,406 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $225,538.

    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).