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Modus Advisors, LLC: IYJ position timeline

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

Modus Advisors, LLC held 34,126 IYJ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,126 shares
    Change vs previous 13F +73 shares

    1.4% of the 13F portfolio, value $5,687,044.

    13F-HR 0001799284-26-000003 filed by Modus Advisors, LLC
    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 34,053 shares
    Change vs previous 13F -5,973 shares

    1.38% of the 13F portfolio, value $5,024,112.

    13F-HR 0001799284-26-000002 filed by Modus 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 ended2025-12-31
    13F 40,026 shares
    Change vs previous 13F -3,889 shares

    1.56% of the 13F portfolio, value $5,930,684.

    13F-HR 0001799284-26-000001 filed by Modus 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 ended2025-09-30
    13F 43,915 shares
    Change vs previous 13F +172 shares

    1.74% of the 13F portfolio, value $6,406,039.

    13F-HR 0001799284-25-000005 filed by Modus 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 ended2025-06-30
    13F 43,743 shares
    Change vs previous 13F +154 shares

    1.85% of the 13F portfolio, value $6,225,036.

    13F-HR 0001799284-25-000003 filed by Modus 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 ended2025-03-31
    13F 43,589 shares
    Change vs previous 13F -674 shares

    1.86% of the 13F portfolio, value $5,674,411.

    13F-HR 0001799284-25-000002 filed by Modus 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 ended2024-12-31
    13F 44,263 shares
    Change vs previous 13F -153 shares

    1.85% of the 13F portfolio, value $5,909,953.

    13F-HR 0001799284-25-000001 filed by Modus 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 ended2024-09-30
    13F 44,416 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $5,937,050.

    13F-HR 0001799284-24-000004 filed by Modus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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