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Mutual Advisors, LLC: IYW position timeline

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

Mutual Advisors, LLC held 19,027 IYW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,027 shares
    Change vs previous 13F -1,096 shares

    0.09% of the 13F portfolio, value $4,799,235.

    13F-HR 0001986152-26-000154 filed by Mutual 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 20,123 shares
    Change vs previous 13F -3,051 shares

    0.08% of the 13F portfolio, value $3,650,697.

    13F-HR 0001986152-26-000054 filed by Mutual 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 23,174 shares
    Change vs previous 13F -2,129 shares

    0.1% of the 13F portfolio, value $4,627,420.

    13F-HR 0001986152-26-000005 filed by Mutual 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 25,303 shares
    Change vs previous 13F -10,884 shares

    0.11% of the 13F portfolio, value $5,060,066.

    13F-HR 0001986152-25-000100 filed by Mutual 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 36,187 shares
    Change vs previous 13F +65 shares

    0.16% of the 13F portfolio, value $6,513,009.

    13F-HR 0001986152-25-000050 filed by Mutual 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 36,122 shares
    Change vs previous 13F -1,781 shares

    0.15% of the 13F portfolio, value $5,141,250.

    13F-HR 0001986152-25-000037 filed by Mutual 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 37,903 shares
    Change vs previous 13F -887 shares

    0.17% of the 13F portfolio, value $6,016,382.

    13F-HR 0001986152-25-000002 filed by Mutual 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 38,790 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,988,788.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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