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Moloney Securities Asset Management, LLC: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moloney Securities Asset Management, LLC on IYW, newest first. How the timeline and the estimate are built.

Moloney Securities Asset Management, LLC held 58,238 IYW shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 58,238 shares
    Change vs previous 13F +49,666 shares

    1.36% of the 13F portfolio, value $11,406,544.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 8,572 shares
    Change vs previous 13F -3,706 shares

    0.18% of the 13F portfolio, value $1,485,329.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 12,278 shares
    Change vs previous 13F -197 shares

    0.23% of the 13F portfolio, value $1,724,358.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 12,475 shares
    Change vs previous 13F -53,476 shares

    0.27% of the 13F portfolio, value $1,989,990.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 65,951 shares
    Change vs previous 13F -4,707 shares

    1.34% of the 13F portfolio, value $9,999,491.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 70,658 shares
    Change vs previous 13F +25,410 shares

    1.54% of the 13F portfolio, value $10,634,096.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 45,248 shares
    Change vs previous 13F +33,310 shares

    0.92% of the 13F portfolio, value $6,111,261.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 11,938 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,465,416.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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