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Disclosery

MY Wealth Management Inc.: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MY Wealth Management Inc. on IWY, newest first. How the timeline and the estimate are built.

MY Wealth Management Inc. held 968 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 968 shares
    Change vs previous 13F -68 shares

    0.2% of the 13F portfolio, value $281,320.

    13F-HR 0001951757-26-001174 filed by MY Wealth Management Inc.
    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 1,036 shares
    Change vs previous 13F +37 shares

    0.21% of the 13F portfolio, value $218,534.

    13F-HR 0001827845-26-000002 filed by MY Wealth Management Inc.
    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 999 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $276,663.

    13F-HR 0001827845-26-000001 filed by MY Wealth Management Inc.
    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 999 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $273,376.

    13F-HR 0001827845-25-000002 filed by MY Wealth Management Inc.
    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 999 shares
    Change vs previous 13F -37 shares

    0.24% of the 13F portfolio, value $246,263.

    13F-HR 0001085146-25-003794 filed by MY Wealth Management Inc.
    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 1,036 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $218,534.

    13F-HR 0001085146-25-002659 filed by MY Wealth Management Inc.
    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 1,036 shares
    Change vs previous 13F -19 shares

    0.24% of the 13F portfolio, value $243,740.

    13F-HR 0001085146-25-000910 filed by MY Wealth Management Inc.
    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 1,055 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $232,153.

    13F-HR 0001085146-24-005411 filed by MY Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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